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 | $33,413 | $48,076-30.5% | $78,689-57.5% | $62,891-46.9% |
| Participation rate | 22.4% | 65.2%-42.8pp | 73.6%-51.1pp | 69.3%-46.9pp |
| Annual return | 36.72% | 31.35%+5.4pp | 62.18%-25.5pp | 20.14%+16.6pp |
| Employer contribution / active EE | $302 | $2,015-85.0% | $2,851-89.4% | $2,281-86.8% |
| Participant deferral / active EE | $1,709 | $2,588-33.9% | $3,517-51.4% | $3,203-46.6% |
| Admin fee / account holder | $1,581 | $3,207-50.7% | $4,510-64.9% | $4,296-63.2% |