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 | $38,627 | $61,605-37.3% | $112,229-65.6% | $75,163-48.6% |
| Participation rate | 43.1% | 61.7%-18.6pp | 72.4%-29.4pp | 67.2%-24.1pp |
| Annual return | 13.43% | 28.47%-15.0pp | 30.20%-16.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,017 | $2,015-49.6% | $3,430-70.4% | $2,670-61.9% |
| Participant deferral / active EE | $2,093 | $3,108-32.7% | $4,798-56.4% | $4,125-49.3% |
| Admin fee / account holder | $2,920 | $4,862-40.0% | $7,748-62.3% | $5,651-48.3% |