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 | $30,711 | $115,770-73.5% | $101,248-69.7% | $158,922-80.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.84% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,755 | $4,175-58.0% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $2,756 | $4,957-44.4% | $4,370-36.9% | $5,982-53.9% |
| Admin fee / account holder | $2,078 | $7,245-71.3% | $5,945-65.0% | $11,246-81.5% |