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 | $41,644 | $81,625-49.0% | $167,512-75.1% | $74,304-44.0% |
| Participation rate | 48.6% | 60.0%-11.4pp | 77.1%-28.5pp | 60.3%-11.7pp |
| Annual return | 20.05% | 26.09%-6.0pp | 1615.79%-1595.7pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,270 | $2,010-36.8% | $3,882-67.3% | $2,241-43.3% |
| Participant deferral / active EE | $2,584 | $4,115-37.2% | $6,405-59.7% | $3,767-31.4% |
| Admin fee / account holder | $6,246 | $3,474+79.8% | $9,769-36.1% | $2,969+110.4% |