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 | $31,000 | $61,272-49.4% | $149,673-79.3% | $71,457-56.6% |
| Participation rate | 40.3% | 62.5%-22.2pp | 78.8%-38.5pp | 67.9%-27.6pp |
| Annual return | 17.60% | 35.85%-18.3pp | 134.42%-116.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $492 | $2,378-79.3% | $4,818-89.8% | $2,588-81.0% |
| Participant deferral / active EE | $1,320 | $2,917-54.7% | $5,680-76.8% | $4,289-69.2% |
| Admin fee / account holder | $5,593 | $1,261+343.4% | $13,210-57.7% | $1,587+252.3% |