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 | $42,361 | $48,795-13.2% | $65,493-35.3% | $84,808-50.1% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 14.93% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $660 | $1,930-65.8% | $2,574-74.4% | $2,631-74.9% |
| Participant deferral / active EE | $2,142 | $2,928-26.8% | $3,961-45.9% | $4,212-49.1% |
| Admin fee / account holder | $6,346 | $3,877+63.7% | $5,028+26.2% | $7,344-13.6% |