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 | $42,238 | $63,346-33.3% | $92,233-54.2% | $70,131-39.8% |
| Participation rate | 41.5% | 68.7%-27.1pp | 76.5%-34.9pp | 69.5%-28.0pp |
| Annual return | 15.53% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $906 | $2,471-63.3% | $3,679-75.4% | $2,342-61.3% |
| Participant deferral / active EE | $1,647 | $2,854-42.3% | $3,897-57.7% | $3,332-50.6% |
| Admin fee / account holder | $1,322 | $3,840-65.6% | $5,194-74.5% | $4,645-71.5% |