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 | $43,546 | $51,736-15.8% | $120,225-63.8% | $67,986-35.9% |
| Participation rate | 25.6% | 46.1%-20.4pp | 69.6%-43.9pp | 57.2%-31.6pp |
| Annual return | 14.50% | 31.98%-17.5pp | 439.23%-424.7pp | 31.67%-17.2pp |
| Employer contribution / active EE | $757 | $1,071-29.3% | $3,475-78.2% | $2,019-62.5% |
| Participant deferral / active EE | $1,697 | $2,206-23.1% | $3,999-57.6% | $3,358-49.5% |
| Admin fee / account holder | $6,290 | $4,159+51.2% | $5,696+10.4% | $3,203+96.4% |