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 | $40,004 | $95,880-58.3% | $107,525-62.8% | $85,563-53.2% |
| Participation rate | 27.1% | 70.1%-43.1pp | 75.1%-48.0pp | 66.0%-38.9pp |
| Annual return | 19.14% | 68.06%-48.9pp | 181.32%-162.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $883 | $3,812-76.8% | $3,754-76.5% | $2,654-66.7% |
| Participant deferral / active EE | $1,685 | $4,201-59.9% | $5,116-67.1% | $4,375-61.5% |
| Admin fee / account holder | $1,327 | $1,025+29.4% | $8,919-85.1% | $834+59.0% |