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 | $27,367 | $61,272-55.3% | $149,673-81.7% | $71,457-61.7% |
| Participation rate | 52.3% | 62.5%-10.2pp | 78.8%-26.5pp | 67.9%-15.6pp |
| Annual return | 18.80% | 35.85%-17.1pp | 134.42%-115.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $419 | $2,378-82.4% | $4,818-91.3% | $2,588-83.8% |
| Participant deferral / active EE | $1,134 | $2,917-61.1% | $5,680-80.0% | $4,289-73.5% |
| Admin fee / account holder | $5,654 | $1,261+348.3% | $13,210-57.2% | $1,587+256.2% |