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 | $53,734 | $67,411-20.3% | $91,001-41.0% | $70,131-23.4% |
| Participation rate | 44.7% | 71.4%-26.7pp | 75.6%-30.9pp | 69.5%-24.8pp |
| Annual return | 13.35% | -40.16%+53.5pp | 4.60%+8.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $695 | $1,786-61.1% | $2,456-71.7% | $2,342-70.3% |
| Participant deferral / active EE | $1,257 | $2,823-55.5% | $3,547-64.6% | $3,332-62.3% |
| Admin fee / account holder | $1,364 | $4,236-67.8% | $5,417-74.8% | $4,645-70.6% |