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 | $39,510 | $103,949-62.0% | $69,182-42.9% | $273,961-85.6% |
| Participation rate | 31.3% | 67.4%-36.1pp | 55.1%-23.9pp | 83.0%-51.8pp |
| Annual return | 5.23% | 35.28%-30.0pp | -21.93%+27.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $353 | $1,783-80.2% | $1,206-70.7% | $4,869-92.7% |
| Participant deferral / active EE | $1,115 | $2,716-59.0% | $1,897-41.2% | $5,287-78.9% |
| Admin fee / account holder | $4,134 | $3,671+12.6% | $2,697+53.3% | $10,132-59.2% |