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 | $97,636 | $118,849-17.8% | $96,562+1.1% | $167,490-41.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.80% | 50.49%-39.7pp | 37.78%-27.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $689 | $3,120-77.9% | $2,356-70.8% | $4,837-85.8% |
| Participant deferral / active EE | $2,315 | $4,616-49.8% | $3,849-39.9% | $6,341-63.5% |
| Admin fee / account holder | $20,304 | $8,065+151.8% | $6,181+228.5% | $12,309+65.0% |