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 | $36,359 | $56,317-35.4% | $71,209-48.9% | $74,304-51.1% |
| Participation rate | 47.1% | 55.1%-8.1pp | 73.8%-26.7pp | 60.3%-13.3pp |
| Annual return | 19.46% | 42.83%-23.4pp | 282.51%-263.0pp | 29.43%-10.0pp |
| Employer contribution / active EE | $717 | $2,160-66.8% | $2,721-73.7% | $2,241-68.0% |
| Participant deferral / active EE | $1,833 | $2,788-34.3% | $4,175-56.1% | $3,767-51.3% |
| Admin fee / account holder | $4,497 | $2,290+96.4% | $5,349-15.9% | $2,969+51.5% |