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 | $30,762 | $61,272-49.8% | $149,673-79.4% | $71,457-56.9% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.4pp | 67.9%-19.5pp |
| Annual return | 16.27% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $490 | $2,378-79.4% | $4,818-89.8% | $2,588-81.1% |
| Participant deferral / active EE | $1,011 | $2,917-65.3% | $5,680-82.2% | $4,289-76.4% |
| Admin fee / account holder | $8,584 | $1,261+580.5% | $13,210-35.0% | $1,587+440.8% |