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 | $34,402 | $48,795-29.5% | $65,493-47.5% | $84,808-59.4% |
| Participation rate | 52.1% | 67.0%-14.9pp | 73.1%-21.0pp | 68.3%-16.3pp |
| Annual return | 18.39% | 20.20%-1.8pp | 982.45%-964.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $446 | $1,930-76.9% | $2,574-82.7% | $2,631-83.0% |
| Participant deferral / active EE | $1,309 | $2,928-55.3% | $3,961-67.0% | $4,212-68.9% |
| Admin fee / account holder | $3,978 | $3,877+2.6% | $5,028-20.9% | $7,344-45.8% |