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 | $84,413 | $91,190-7.4% | $178,490-52.7% | $79,858+5.7% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.1pp |
| Annual return | 27.21% | 24.19%+3.0pp | 151.07%-123.9pp | 31.71%-4.5pp |
| Employer contribution / active EE | $926 | $3,256-71.6% | $5,011-81.5% | $2,471-62.5% |
| Participant deferral / active EE | $2,239 | $3,236-30.8% | $5,202-57.0% | $3,740-40.1% |
| Admin fee / account holder | $478 | $6,751-92.9% | $13,984-96.6% | $5,306-91.0% |