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 | $36,984 | $58,208-36.5% | $81,812-54.8% | $80,856-54.3% |
| Participation rate | 38.8% | 63.4%-24.6pp | 72.3%-33.6pp | 67.6%-28.9pp |
| Annual return | 12.86% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $751 | $2,340-67.9% | $2,912-74.2% | $2,755-72.7% |
| Participant deferral / active EE | $1,620 | $3,281-50.6% | $4,319-62.5% | $4,296-62.3% |
| Admin fee / account holder | $4,397 | $4,981-11.7% | $7,386-40.5% | $6,918-36.4% |