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 | $34,288 | $78,705-56.4% | $117,854-70.9% | $70,131-51.1% |
| Participation rate | 47.8% | 73.2%-25.4pp | 79.7%-31.8pp | 69.5%-21.7pp |
| Annual return | 16.79% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $936 | $2,223-57.9% | $3,786-75.3% | $2,342-60.1% |
| Participant deferral / active EE | $3,295 | $3,297-0.1% | $4,482-26.5% | $3,332-1.1% |
| Admin fee / account holder | $13,592 | $5,065+168.3% | $8,020+69.5% | $4,645+192.6% |