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 | $29,424 | $67,411-56.4% | $91,001-67.7% | $70,131-58.0% |
| Participation rate | 52.2% | 71.4%-19.2pp | 75.6%-23.4pp | 69.5%-17.4pp |
| Annual return | 22.57% | -40.16%+62.7pp | 4.60%+18.0pp | 73.14%-50.6pp |
| Employer contribution / active EE | $812 | $1,786-54.5% | $2,456-66.9% | $2,342-65.3% |
| Participant deferral / active EE | $1,379 | $2,823-51.1% | $3,547-61.1% | $3,332-58.6% |
| Admin fee / account holder | $4,376 | $4,236+3.3% | $5,417-19.2% | $4,645-5.8% |