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 | $35,339 | $58,208-39.3% | $81,812-56.8% | $80,856-56.3% |
| Participation rate | 43.2% | 63.4%-20.2pp | 72.3%-29.1pp | 67.6%-24.4pp |
| Annual return | 13.97% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $537 | $2,340-77.0% | $2,912-81.5% | $2,755-80.5% |
| Participant deferral / active EE | $1,417 | $3,281-56.8% | $4,319-67.2% | $4,296-67.0% |
| Admin fee / account holder | $1,213 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |