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 | $38,692 | $62,573-38.2% | $85,682-54.8% | $85,850-54.9% |
| Participation rate | 48.5% | 61.1%-12.7pp | 69.9%-21.4pp | 69.3%-20.8pp |
| Annual return | 16.61% | 23.77%-7.2pp | 21.49%-4.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $362 | $1,757-79.4% | $2,618-86.2% | $2,565-85.9% |
| Participant deferral / active EE | $1,772 | $2,802-36.8% | $3,923-54.8% | $3,952-55.2% |
| Admin fee / account holder | $7,396 | $4,640+59.4% | $6,873+7.6% | $6,260+18.2% |