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 | $45,130 | $54,517-17.2% | $75,972-40.6% | $74,495-39.4% |
| Participation rate | 40.8% | 60.3%-19.5pp | 69.1%-28.2pp | 67.2%-26.4pp |
| Annual return | 10.98% | 31.82%-20.8pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $460 | $1,777-74.1% | $2,685-82.9% | $2,623-82.5% |
| Participant deferral / active EE | $2,091 | $3,066-31.8% | $4,255-50.9% | $4,346-51.9% |
| Admin fee / account holder | $3,471 | $2,229+55.8% | $6,467-46.3% | $1,942+78.8% |