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 | $36,314 | $47,105-22.9% | $68,368-46.9% | $67,986-46.6% |
| Participation rate | 41.1% | 51.8%-10.7pp | 73.8%-32.6pp | 57.2%-16.1pp |
| Annual return | 15.82% | 48.37%-32.6pp | 292.57%-276.8pp | 31.67%-15.8pp |
| Employer contribution / active EE | $885 | $1,859-52.4% | $2,649-66.6% | $2,019-56.2% |
| Participant deferral / active EE | $1,773 | $2,374-25.3% | $4,123-57.0% | $3,358-47.2% |
| Admin fee / account holder | $3,508 | $2,435+44.0% | $5,150-31.9% | $3,203+9.5% |