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 | $27,699 | $99,079-72.0% | $77,999-64.5% | $273,961-89.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 7.67% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,198 | $3,308-63.8% | $2,470-51.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,570 | $4,306-40.3% | $3,497-26.5% | $5,287-51.4% |
| Admin fee / account holder | $2,895 | $8,954-67.7% | $5,480-47.2% | $10,132-71.4% |