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 | $34,341 | $53,822-36.2% | $75,696-54.6% | $85,850-60.0% |
| Participation rate | 40.3% | 69.1%-28.8pp | 74.8%-34.6pp | 69.3%-29.0pp |
| Annual return | 14.72% | 24.54%-9.8pp | 104.53%-89.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $410 | $2,017-79.7% | $2,743-85.0% | $2,565-84.0% |
| Participant deferral / active EE | $1,156 | $2,895-60.1% | $3,821-69.7% | $3,952-70.7% |
| Admin fee / account holder | $2,872 | $3,343-14.1% | $3,619-20.7% | $6,260-54.1% |