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 | $28,522 | $61,272-53.4% | $149,673-80.9% | $71,457-60.1% |
| Participation rate | 33.1% | 62.5%-29.4pp | 78.8%-45.6pp | 67.9%-34.8pp |
| Annual return | 18.55% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $910 | $2,378-61.7% | $4,818-81.1% | $2,588-64.8% |
| Participant deferral / active EE | $1,312 | $2,917-55.0% | $5,680-76.9% | $4,289-69.4% |
| Admin fee / account holder | $7,230 | $1,261+473.2% | $13,210-45.3% | $1,587+355.5% |