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 | $52,795 | $112,881-53.2% | $90,951-42.0% | $158,922-66.8% |
| Participation rate | 69.6% | 74.7%-5.2pp | 69.0%+0.6pp | 82.0%-12.4pp |
| Annual return | 9.79% | 215.79%-206.0pp | 134.60%-124.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $778 | $2,893-73.1% | $2,122-63.3% | $4,761-83.7% |
| Participant deferral / active EE | $4,266 | $4,128+3.4% | $3,373+26.5% | $5,982-28.7% |
| Admin fee / account holder | $42,874 | $8,041+433.2% | $5,959+619.5% | $11,246+281.2% |