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 | $51,800 | $51,638+0.3% | $68,368-24.2% | $82,448-37.2% |
| Participation rate | 37.7% | 63.6%-25.9pp | 73.8%-36.1pp | 68.1%-30.4pp |
| Annual return | 17.95% | 37.53%-19.6pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $659 | $2,047-67.8% | $2,649-75.1% | $2,551-74.2% |
| Participant deferral / active EE | $1,078 | $2,914-63.0% | $4,123-73.8% | $4,139-73.9% |
| Admin fee / account holder | $932 | $4,643-79.9% | $5,150-81.9% | $7,234-87.1% |