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 | $45,831 | $50,815-9.8% | $155,509-70.5% | $77,643-41.0% |
| Participation rate | 32.7% | 63.1%-30.4pp | 78.2%-45.5pp | 70.6%-37.9pp |
| Annual return | 14.54% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $634 | $1,993-68.2% | $4,672-86.4% | $2,726-76.7% |
| Participant deferral / active EE | $1,377 | $2,822-51.2% | $5,626-75.5% | $4,647-70.4% |
| Admin fee / account holder | $2,878 | $437+559.1% | $15,912-81.9% | $430+568.7% |