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 | $32,733 | $91,190-64.1% | $178,490-81.7% | $79,858-59.0% |
| Participation rate | 37.9% | 69.2%-31.3pp | 81.9%-44.0pp | 69.6%-31.7pp |
| Annual return | 24.12% | 24.19%-0.1pp | 151.07%-127.0pp | 31.71%-7.6pp |
| Employer contribution / active EE | $511 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $2,081 | $3,236-35.7% | $5,202-60.0% | $3,740-44.4% |
| Admin fee / account holder | $519 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |