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 | $35,332 | $45,343-22.1% | $150,298-76.5% | $67,986-48.0% |
| Participation rate | 29.4% | 51.9%-22.4pp | 77.8%-48.3pp | 57.2%-27.8pp |
| Annual return | 12.65% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $221 | $1,462-84.9% | $4,154-94.7% | $2,019-89.0% |
| Participant deferral / active EE | $913 | $2,055-55.6% | $5,453-83.3% | $3,358-72.8% |
| Admin fee / account holder | $5,844 | $2,250+159.8% | $14,116-58.6% | $3,203+82.4% |