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 | $38,311 | $76,000-49.6% | $154,107-75.1% | $64,186-40.3% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.2pp | 69.6%-24.7pp |
| Annual return | 9.62% | 30.32%-20.7pp | 735.12%-725.5pp | 7.63%+2.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $943 | $3,175-70.3% | $5,081-81.4% | $3,470-72.8% |
| Admin fee / account holder | $531 | $5,596-90.5% | $13,411-96.0% | $4,888-89.1% |