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 | $39,811 | $56,053-29.0% | $75,972-47.6% | $80,856-50.8% |
| Participation rate | 46.2% | 62.0%-15.9pp | 69.1%-22.9pp | 67.6%-21.5pp |
| Annual return | 17.81% | 20.53%-2.7pp | 359.55%-341.7pp | 35.59%-17.8pp |
| Employer contribution / active EE | $773 | $1,874-58.8% | $2,685-71.2% | $2,755-71.9% |
| Participant deferral / active EE | $1,208 | $3,052-60.4% | $4,255-71.6% | $4,296-71.9% |
| Admin fee / account holder | $25,978 | $5,234+396.4% | $6,467+301.7% | $6,918+275.5% |