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 | $34,228 | $50,958-32.8% | $74,550-54.1% | $64,186-46.7% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.3pp | 69.6%-17.7pp |
| Annual return | 66.15% | -1.86%+68.0pp | 32.53%+33.6pp | 7.63%+58.5pp |
| Employer contribution / active EE | $422 | $1,115-62.1% | $1,961-78.5% | $2,381-82.3% |
| Participant deferral / active EE | $1,682 | $2,301-26.9% | $3,108-45.9% | $3,470-51.5% |
| Admin fee / account holder | $1,626 | $4,223-61.5% | $5,060-67.9% | $4,888-66.7% |