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 | $58,264 | $91,190-36.1% | $178,490-67.4% | $79,858-27.0% |
| Participation rate | 36.4% | 69.2%-32.8pp | 81.9%-45.6pp | 69.6%-33.3pp |
| Annual return | 18.67% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $391 | $3,256-88.0% | $5,011-92.2% | $2,471-84.2% |
| Participant deferral / active EE | $1,062 | $3,236-67.2% | $5,202-79.6% | $3,740-71.6% |
| Admin fee / account holder | $5,711 | $6,751-15.4% | $13,984-59.2% | $5,306+7.6% |