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 | $36,872 | $58,208-36.7% | $81,812-54.9% | $80,856-54.4% |
| Participation rate | 54.9% | 63.4%-8.5pp | 72.3%-17.4pp | 67.6%-12.7pp |
| Annual return | 12.72% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $336 | $2,340-85.7% | $2,912-88.5% | $2,755-87.8% |
| Participant deferral / active EE | $1,726 | $3,281-47.4% | $4,319-60.0% | $4,296-59.8% |
| Admin fee / account holder | $497 | $4,981-90.0% | $7,386-93.3% | $6,918-92.8% |