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 | $33,854 | $121,625-72.2% | $104,607-67.6% | $158,922-78.7% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 3.69% | 465.26%-461.6pp | 340.46%-336.8pp | 302.83%-299.1pp |
| Employer contribution / active EE | $962 | $3,163-69.6% | $2,681-64.1% | $4,761-79.8% |
| Participant deferral / active EE | $4,114 | $4,177-1.5% | $3,740+10.0% | $5,982-31.2% |
| Admin fee / account holder | $17,487 | $7,787+124.6% | $6,473+170.1% | $11,246+55.5% |