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 | $47,438 | $84,233-43.7% | $170,442-72.2% | $70,131-32.4% |
| Participation rate | 36.9% | 70.8%-33.9pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 27.22% | 23.06%+4.2pp | 205.93%-178.7pp | 73.14%-45.9pp |
| Employer contribution / active EE | $856 | $3,387-74.7% | $5,433-84.2% | $2,342-63.5% |
| Participant deferral / active EE | $1,574 | $3,086-49.0% | $4,939-68.1% | $3,332-52.8% |
| Admin fee / account holder | $851 | $5,698-85.1% | $13,880-93.9% | $4,645-81.7% |