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 | $42,099 | $103,949-59.5% | $69,182-39.1% | $273,961-84.6% |
| Participation rate | 56.5% | 67.4%-10.8pp | 55.1%+1.4pp | 83.0%-26.5pp |
| Annual return | 7.63% | 35.28%-27.6pp | -21.93%+29.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $419 | $1,783-76.5% | $1,206-65.2% | $4,869-91.4% |
| Participant deferral / active EE | $1,056 | $2,716-61.1% | $1,897-44.3% | $5,287-80.0% |
| Admin fee / account holder | $2,003 | $3,671-45.4% | $2,697-25.7% | $10,132-80.2% |