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 | $52,340 | $103,949-49.6% | $69,182-24.3% | $273,961-80.9% |
| Participation rate | 54.5% | 67.4%-12.8pp | 55.1%-0.6pp | 83.0%-28.5pp |
| Annual return | 8.85% | 35.28%-26.4pp | -21.93%+30.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $119 | $1,783-93.3% | $1,206-90.2% | $4,869-97.6% |
| Participant deferral / active EE | $1,814 | $2,716-33.2% | $1,897-4.4% | $5,287-65.7% |
| Admin fee / account holder | $376 | $3,671-89.8% | $2,697-86.1% | $10,132-96.3% |