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 | $47,517 | $78,485-39.5% | $106,213-55.3% | $74,495-36.2% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 15.20% | 15.95%-0.8pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $831 | $2,523-67.0% | $3,171-73.8% | $2,623-68.3% |
| Participant deferral / active EE | $3,449 | $4,322-20.2% | $5,016-31.2% | $4,346-20.6% |
| Admin fee / account holder | $678 | $2,232-69.6% | $11,033-93.9% | $1,942-65.1% |