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 | $34,140 | $80,717-57.7% | $154,803-77.9% | $84,808-59.7% |
| Participation rate | 20.2% | 66.8%-46.6pp | 78.1%-57.8pp | 68.3%-48.1pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $572 | $2,761-79.3% | $4,305-86.7% | $2,631-78.3% |
| Participant deferral / active EE | $2,414 | $3,303-26.9% | $5,540-56.4% | $4,212-42.7% |
| Admin fee / account holder | $3,476 | $6,746-48.5% | $14,329-75.7% | $7,344-52.7% |