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 | $39,639 | $65,395-39.4% | $182,532-78.3% | $72,985-45.7% |
| Participation rate | 32.0% | 65.4%-33.5pp | 78.0%-46.0pp | 69.5%-37.5pp |
| Annual return | 39.27% | 27.68%+11.6pp | 148.54%-109.3pp | 81.00%-41.7pp |
| Employer contribution / active EE | $727 | $1,911-62.0% | $4,076-82.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,291 | $3,563-63.8% | $5,524-76.6% | $3,607-64.2% |
| Admin fee / account holder | $7,215 | $4,245+70.0% | $8,592-16.0% | $5,124+40.8% |