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 | $39,844 | $86,944-54.2% | $107,525-62.9% | $74,304-46.4% |
| Participation rate | 49.6% | 59.6%-10.0pp | 75.1%-25.5pp | 60.3%-10.8pp |
| Annual return | 13.65% | 23.52%-9.9pp | 181.32%-167.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,071 | $2,757-61.2% | $3,754-71.5% | $2,241-52.2% |
| Participant deferral / active EE | $2,405 | $3,554-32.3% | $5,116-53.0% | $3,767-36.2% |
| Admin fee / account holder | $1,345 | $3,727-63.9% | $8,919-84.9% | $2,969-54.7% |