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 | $29,735 | $99,079-70.0% | $77,999-61.9% | $273,961-89.1% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.5%-30.1pp | 83.0%-37.6pp |
| Annual return | 7.69% | 217.93%-210.2pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $835 | $3,308-74.8% | $2,470-66.2% | $4,869-82.9% |
| Participant deferral / active EE | $1,667 | $4,306-61.3% | $3,497-52.3% | $5,287-68.5% |
| Admin fee / account holder | $532 | $8,954-94.1% | $5,480-90.3% | $10,132-94.7% |