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 | $37,522 | $48,364-22.4% | $71,796-47.7% | $62,891-40.3% |
| Participation rate | 39.7% | 60.6%-20.9pp | 69.1%-29.4pp | 69.3%-29.6pp |
| Annual return | 5.72% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $253 | $1,042-75.7% | $1,924-86.8% | $2,281-88.9% |
| Participant deferral / active EE | $1,166 | $2,091-44.2% | $2,794-58.3% | $3,203-63.6% |
| Admin fee / account holder | $1,346 | $3,771-64.3% | $4,815-72.0% | $4,296-68.7% |