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 | $36,055 | $54,705-34.1% | $71,209-49.4% | $84,808-57.5% |
| Participation rate | 48.7% | 64.1%-15.4pp | 73.8%-25.0pp | 68.3%-19.6pp |
| Annual return | 21.05% | 35.90%-14.8pp | 282.51%-261.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,001 | $2,158-53.6% | $2,721-63.2% | $2,631-61.9% |
| Participant deferral / active EE | $3,232 | $3,030+6.7% | $4,175-22.6% | $4,212-23.3% |
| Admin fee / account holder | $392 | $4,863-91.9% | $5,349-92.7% | $7,344-94.7% |