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 | $37,226 | $48,795-23.7% | $65,493-43.2% | $84,808-56.1% |
| Participation rate | 51.7% | 67.0%-15.3pp | 73.1%-21.4pp | 68.3%-16.6pp |
| Annual return | 17.67% | 20.20%-2.5pp | 982.45%-964.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $730 | $1,930-62.2% | $2,574-71.6% | $2,631-72.2% |
| Participant deferral / active EE | $1,117 | $2,928-61.9% | $3,961-71.8% | $4,212-73.5% |
| Admin fee / account holder | $1,530 | $3,877-60.5% | $5,028-69.6% | $7,344-79.2% |