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 | $42,635 | $197,825-78.4% | $155,790-72.6% | $125,391-66.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | 1.91% | 86.74%-84.8pp | 71.54%-69.6pp | 282.22%-280.3pp |
| Employer contribution / active EE | $670 | $4,847-86.2% | $3,836-82.5% | $4,866-86.2% |
| Participant deferral / active EE | $1,812 | $5,630-67.8% | $4,797-62.2% | $5,352-66.1% |
| Admin fee / account holder | $5,058 | $9,545-47.0% | $7,478-32.4% | $9,540-47.0% |