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 | $34,743 | $51,736-32.8% | $120,225-71.1% | $67,986-48.9% |
| Participation rate | 23.5% | 46.1%-22.6pp | 69.6%-46.1pp | 57.2%-33.7pp |
| Annual return | 24.25% | 31.98%-7.7pp | 439.23%-415.0pp | 31.67%-7.4pp |
| Employer contribution / active EE | $416 | $1,071-61.2% | $3,475-88.0% | $2,019-79.4% |
| Participant deferral / active EE | $832 | $2,206-62.3% | $3,999-79.2% | $3,358-75.2% |
| Admin fee / account holder | $5,160 | $4,159+24.1% | $5,696-9.4% | $3,203+61.1% |