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 | $51,853 | $107,452-51.7% | $91,541-43.4% | $142,382-63.6% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 13.62% | 22.06%-8.4pp | 20.50%-6.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $337 | $2,994-88.7% | $2,505-86.5% | $4,299-92.2% |
| Participant deferral / active EE | $1,020 | $4,754-78.6% | $4,008-74.6% | $6,507-84.3% |
| Admin fee / account holder | $27,862 | $8,834+215.4% | $6,956+300.5% | $12,624+120.7% |