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 | $33,612 | $45,343-25.9% | $150,298-77.6% | $67,986-50.6% |
| Participation rate | 17.2% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-40.0pp |
| Annual return | 14.11% | 33.28%-19.2pp | 62.79%-48.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $497 | $1,462-66.0% | $4,154-88.0% | $2,019-75.4% |
| Participant deferral / active EE | $1,316 | $2,055-35.9% | $5,453-75.9% | $3,358-60.8% |
| Admin fee / account holder | $4,009 | $2,250+78.2% | $14,116-71.6% | $3,203+25.2% |