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 5-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 | $37,132 | $58,208-36.2% | $81,812-54.6% | $80,856-54.1% |
| Participation rate | 31.6% | 63.4%-31.8pp | 72.3%-40.8pp | 67.6%-36.1pp |
| Annual return | 21.00% | 41.66%-20.7pp | 773.79%-752.8pp | 35.59%-14.6pp |
| Employer contribution / active EE | $452 | $2,340-80.7% | $2,912-84.5% | $2,755-83.6% |
| Participant deferral / active EE | $1,240 | $3,281-62.2% | $4,319-71.3% | $4,296-71.1% |
| Admin fee / account holder | $708 | $4,981-85.8% | $7,386-90.4% | $6,918-89.8% |