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 | $39,937 | $56,317-29.1% | $71,209-43.9% | $74,304-46.3% |
| Participation rate | 30.9% | 55.1%-24.2pp | 73.8%-42.8pp | 60.3%-29.4pp |
| Annual return | 17.88% | 42.83%-25.0pp | 282.51%-264.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $705 | $2,160-67.3% | $2,721-74.1% | $2,241-68.5% |
| Participant deferral / active EE | $1,441 | $2,788-48.3% | $4,175-65.5% | $3,767-61.7% |
| Admin fee / account holder | $3,410 | $2,290+48.9% | $5,349-36.3% | $2,969+14.8% |