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 | $39,379 | $65,365-39.8% | $92,893-57.6% | $72,985-46.0% |
| Participation rate | 51.0% | 68.3%-17.3pp | 76.0%-25.0pp | 69.5%-18.5pp |
| Annual return | 20.32% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $616 | $2,594-76.3% | $3,653-83.1% | $2,440-74.8% |
| Participant deferral / active EE | $2,341 | $3,128-25.2% | $4,236-44.7% | $3,607-35.1% |
| Admin fee / account holder | $7,246 | $4,251+70.4% | $5,794+25.1% | $5,124+41.4% |