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 | $39,804 | $45,343-12.2% | $150,298-73.5% | $67,986-41.5% |
| Participation rate | 29.0% | 51.9%-22.9pp | 77.8%-48.8pp | 57.2%-28.2pp |
| Annual return | 17.85% | 33.28%-15.4pp | 62.79%-44.9pp | 31.67%-13.8pp |
| Employer contribution / active EE | $235 | $1,462-83.9% | $4,154-94.3% | $2,019-88.4% |
| Participant deferral / active EE | $635 | $2,055-69.1% | $5,453-88.3% | $3,358-81.1% |
| Admin fee / account holder | $2,691 | $2,250+19.6% | $14,116-80.9% | $3,203-16.0% |