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 | $34,283 | $95,416-64.1% | $185,823-81.6% | $85,850-60.1% |
| Participation rate | 35.6% | 68.8%-33.1pp | 81.7%-46.1pp | 69.3%-33.7pp |
| Annual return | 14.96% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $568 | $3,314-82.9% | $5,167-89.0% | $2,565-77.9% |
| Participant deferral / active EE | $1,793 | $3,423-47.6% | $5,568-67.8% | $3,952-54.6% |
| Admin fee / account holder | $3,816 | $7,213-47.1% | $16,237-76.5% | $6,260-39.0% |