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 | $56,606 | $84,233-32.8% | $170,442-66.8% | $70,131-19.3% |
| Participation rate | 41.9% | 70.8%-28.9pp | 83.6%-41.7pp | 69.5%-27.6pp |
| Annual return | 14.65% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $469 | $3,387-86.1% | $5,433-91.4% | $2,342-80.0% |
| Participant deferral / active EE | $1,245 | $3,086-59.7% | $4,939-74.8% | $3,332-62.6% |
| Admin fee / account holder | $7,015 | $5,698+23.1% | $13,880-49.5% | $4,645+51.0% |