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 | $56,801 | $67,411-15.7% | $91,001-37.6% | $70,131-19.0% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 15.93% | -40.16%+56.1pp | 4.60%+11.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $368 | $1,786-79.4% | $2,456-85.0% | $2,342-84.3% |
| Participant deferral / active EE | $1,610 | $2,823-43.0% | $3,547-54.6% | $3,332-51.7% |
| Admin fee / account holder | $883 | $4,236-79.2% | $5,417-83.7% | $4,645-81.0% |