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 | $35,331 | $70,428-49.8% | $96,562-63.4% | $85,850-58.8% |
| Participation rate | 61.1% | 61.8%-0.7pp | 69.8%-8.7pp | 69.3%-8.2pp |
| Annual return | 11.51% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $376 | $1,413-73.4% | $2,356-84.0% | $2,565-85.3% |
| Participant deferral / active EE | $1,682 | $2,894-41.9% | $3,849-56.3% | $3,952-57.4% |
| Admin fee / account holder | $8,032 | $4,997+60.8% | $6,181+30.0% | $6,260+28.3% |