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 | $32,120 | $56,053-42.7% | $75,972-57.7% | $80,856-60.3% |
| Participation rate | 42.1% | 62.0%-19.9pp | 69.1%-26.9pp | 67.6%-25.5pp |
| Annual return | 11.92% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $476 | $1,874-74.6% | $2,685-82.3% | $2,755-82.7% |
| Participant deferral / active EE | $2,190 | $3,052-28.2% | $4,255-48.5% | $4,296-49.0% |
| Admin fee / account holder | $10,280 | $5,234+96.4% | $6,467+59.0% | $6,918+48.6% |