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 | $41,634 | $85,202-51.1% | $172,739-75.9% | $72,985-43.0% |
| Participation rate | 66.0% | 70.1%-4.1pp | 82.6%-16.6pp | 69.5%-3.5pp |
| Annual return | 16.37% | 27.32%-11.0pp | 802.84%-786.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $777 | $3,324-76.6% | $5,143-84.9% | $2,440-68.1% |
| Participant deferral / active EE | $3,108 | $3,260-4.7% | $5,198-40.2% | $3,607-13.8% |
| Admin fee / account holder | $10,411 | $5,884+76.9% | $13,954-25.4% | $5,124+103.2% |