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 | $42,943 | $58,828-27.0% | $77,999-44.9% | $62,891-31.7% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.96%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $391 | $1,672-76.6% | $2,470-84.2% | $2,281-82.9% |
| Participant deferral / active EE | $1,255 | $2,686-53.3% | $3,497-64.1% | $3,203-60.8% |
| Admin fee / account holder | $4,658 | $4,393+6.0% | $5,480-15.0% | $4,296+8.4% |