See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,706 | $72,492-41.1% | $87,100-51.0% | $72,985-41.5% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 17.74% | 24.46%-6.7pp | 28.19%-10.5pp | 81.00%-63.3pp |
| Employer contribution / active EE | $720 | $1,894-62.0% | $2,521-71.5% | $2,440-70.5% |
| Participant deferral / active EE | $1,640 | $3,270-49.8% | $4,049-59.5% | $3,607-54.5% |
| Admin fee / account holder | $17,627 | $5,055+248.7% | $7,497+135.1% | $5,124+244.0% |