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 | $30,577 | $61,272-50.1% | $149,673-79.6% | $71,457-57.2% |
| Participation rate | 33.6% | 62.5%-28.9pp | 78.8%-45.1pp | 67.9%-34.3pp |
| Annual return | 17.21% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $400 | $2,378-83.2% | $4,818-91.7% | $2,588-84.6% |
| Participant deferral / active EE | $1,422 | $2,917-51.3% | $5,680-75.0% | $4,289-66.8% |
| Admin fee / account holder | $1,621 | $1,261+28.5% | $13,210-87.7% | $1,587+2.1% |