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 | $41,668 | $77,634-46.3% | $156,549-73.4% | $62,891-33.7% |
| Participation rate | 59.2% | 71.2%-12.0pp | 84.0%-24.8pp | 69.3%-10.1pp |
| Annual return | 6.97% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $759 | $3,444-77.9% | $5,501-86.2% | $2,281-66.7% |
| Participant deferral / active EE | $2,032 | $3,045-33.3% | $4,871-58.3% | $3,203-36.5% |
| Admin fee / account holder | $509 | $5,561-90.9% | $13,027-96.1% | $4,296-88.2% |