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 | $25,088 | $53,127-52.8% | $86,590-71.0% | $70,131-64.2% |
| Participation rate | 58.0% | 65.3%-7.3pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 13.18% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $795 | $2,068-61.5% | $2,839-72.0% | $2,342-66.0% |
| Participant deferral / active EE | $1,542 | $2,696-42.8% | $3,609-57.3% | $3,332-53.7% |
| Admin fee / account holder | $4,403 | $3,585+22.8% | $4,906-10.2% | $4,645-5.2% |