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 | $42,958 | $58,512-26.6% | $84,015-48.9% | $72,985-41.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 21.23% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $434 | $1,163-62.7% | $1,983-78.1% | $2,440-82.2% |
| Participant deferral / active EE | $2,539 | $2,394+6.1% | $3,239-21.6% | $3,607-29.6% |
| Admin fee / account holder | $3,411 | $4,569-25.3% | $6,101-44.1% | $5,124-33.4% |