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 | $32,264 | $102,966-68.7% | $90,281-64.3% | $152,861-78.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 21.99% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $434 | $3,139-86.2% | $2,854-84.8% | $4,762-90.9% |
| Participant deferral / active EE | $2,584 | $4,281-39.6% | $3,885-33.5% | $5,850-55.8% |
| Admin fee / account holder | $2,948 | $6,171-52.2% | $5,351-44.9% | $11,596-74.6% |