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 | $52,053 | $103,949-49.9% | $69,182-24.8% | $273,961-81.0% |
| Participation rate | 62.5% | 67.4%-4.9pp | 55.1%+7.4pp | 83.0%-20.5pp |
| Annual return | 9.55% | 35.28%-25.7pp | -21.93%+31.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $436 | $1,783-75.5% | $1,206-63.9% | $4,869-91.0% |
| Participant deferral / active EE | $2,553 | $2,716-6.0% | $1,897+34.6% | $5,287-51.7% |
| Admin fee / account holder | $4,758 | $3,671+29.6% | $2,697+76.4% | $10,132-53.0% |