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 | $39,600 | $58,828-32.7% | $77,999-49.2% | $62,891-37.0% |
| Participation rate | 42.3% | 71.1%-28.8pp | 75.5%-33.3pp | 69.3%-27.0pp |
| Annual return | 11.83% | 17.16%-5.3pp | 425.96%-414.1pp | 20.14%-8.3pp |
| Employer contribution / active EE | $382 | $1,672-77.2% | $2,470-84.5% | $2,281-83.3% |
| Participant deferral / active EE | $1,909 | $2,686-28.9% | $3,497-45.4% | $3,203-40.4% |
| Admin fee / account holder | $1,230 | $4,393-72.0% | $5,480-77.6% | $4,296-71.4% |