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 | $36,432 | $91,407-60.1% | $135,903-73.2% | $71,457-49.0% |
| Participation rate | 54.7% | 75.7%-21.0pp | 81.9%-27.2pp | 67.9%-13.2pp |
| Annual return | 18.37% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $906 | $3,703-75.5% | $4,856-81.3% | $2,588-65.0% |
| Participant deferral / active EE | $4,453 | $7,092-37.2% | $7,758-42.6% | $4,289+3.8% |
| Admin fee / account holder | $4,271 | $1,266+237.4% | $10,762-60.3% | $1,587+169.1% |