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 | $41,759 | $89,355-53.3% | $141,162-70.4% | $72,985-42.8% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 22.62% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $782 | $3,114-74.9% | $4,735-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $2,323 | $5,418-57.1% | $6,709-65.4% | $3,607-35.6% |
| Admin fee / account holder | $8,069 | $5,958+35.4% | $10,261-21.4% | $5,124+57.5% |