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 | $57,771 | $63,114-8.5% | $92,893-37.8% | $65,185-11.4% |
| Participation rate | 36.6% | 68.8%-32.1pp | 76.0%-39.4pp | 70.2%-33.6pp |
| Annual return | 21.32% | 28.75%-7.4pp | 109.41%-88.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $676 | $2,571-73.7% | $3,653-81.5% | $2,177-68.9% |
| Participant deferral / active EE | $1,569 | $3,108-49.5% | $4,236-63.0% | $3,514-55.3% |
| Admin fee / account holder | $5,263 | $624+744.0% | $5,794-9.2% | $847+521.3% |