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 | $40,791 | $93,346-56.3% | $71,796-43.2% | $273,961-85.1% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 4.47% | 130.39%-125.9pp | 78.04%-73.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $446 | $2,733-83.7% | $1,924-76.8% | $4,869-90.8% |
| Participant deferral / active EE | $1,501 | $3,475-56.8% | $2,794-46.3% | $5,287-71.6% |
| Admin fee / account holder | $1,384 | $6,571-78.9% | $4,815-71.3% | $10,132-86.3% |