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 | $27,504 | $102,966-73.3% | $90,281-69.5% | $152,861-82.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 17.35% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $675 | $3,139-78.5% | $2,854-76.3% | $4,762-85.8% |
| Participant deferral / active EE | $2,810 | $4,281-34.4% | $3,885-27.7% | $5,850-52.0% |
| Admin fee / account holder | $12,223 | $6,171+98.1% | $5,351+128.4% | $11,596+5.4% |