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 | $39,256 | $50,637-22.5% | $86,590-54.7% | $62,292-37.0% |
| Participation rate | 49.0% | 67.9%-18.9pp | 73.5%-24.5pp | 69.5%-20.5pp |
| Annual return | 17.96% | 20.80%-2.8pp | 964.84%-946.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $823 | $2,075-60.3% | $2,839-71.0% | $2,042-59.7% |
| Participant deferral / active EE | $1,418 | $2,611-45.7% | $3,609-60.7% | $3,169-55.2% |
| Admin fee / account holder | $944 | $413+128.4% | $4,906-80.8% | $479+96.9% |