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 | $41,930 | $99,079-57.7% | $77,999-46.2% | $273,961-84.7% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.5%-13.6pp | 83.0%-21.1pp |
| Annual return | 10.76% | 217.93%-207.2pp | 425.96%-415.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,204 | $3,308-63.6% | $2,470-51.3% | $4,869-75.3% |
| Participant deferral / active EE | $3,654 | $4,306-15.1% | $3,497+4.5% | $5,287-30.9% |
| Admin fee / account holder | $473 | $8,954-94.7% | $5,480-91.4% | $10,132-95.3% |