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 | $39,294 | $65,365-39.9% | $92,893-57.7% | $72,985-46.2% |
| Participation rate | 32.3% | 68.3%-36.0pp | 76.0%-43.7pp | 69.5%-37.2pp |
| Annual return | 20.27% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $794 | $2,594-69.4% | $3,653-78.3% | $2,440-67.5% |
| Participant deferral / active EE | $1,909 | $3,128-39.0% | $4,236-54.9% | $3,607-47.1% |
| Admin fee / account holder | $13,097 | $4,251+208.1% | $5,794+126.0% | $5,124+155.6% |