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 | $64,658 | $83,337-22.4% | $67,834-4.7% | $273,961-76.4% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 4.26% | 259.45%-255.2pp | 138.47%-134.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $640 | $3,287-80.5% | $2,403-73.4% | $4,869-86.9% |
| Participant deferral / active EE | $2,359 | $4,088-42.3% | $3,160-25.3% | $5,287-55.4% |
| Admin fee / account holder | $24,045 | $6,752+256.1% | $4,622+420.2% | $10,132+137.3% |