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 | $37,227 | $103,949-64.2% | $69,182-46.2% | $273,961-86.4% |
| Participation rate | 41.2% | 67.4%-26.2pp | 55.1%-13.9pp | 83.0%-41.8pp |
| Annual return | 4.00% | 35.28%-31.3pp | -21.93%+25.9pp | 41.45%-37.4pp |
| Employer contribution / active EE | $345 | $1,783-80.6% | $1,206-71.4% | $4,869-92.9% |
| Participant deferral / active EE | $389 | $2,716-85.7% | $1,897-79.5% | $5,287-92.6% |
| Admin fee / account holder | $4,826 | $3,671+31.5% | $2,697+79.0% | $10,132-52.4% |