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 | $55,912 | $99,079-43.6% | $77,999-28.3% | $273,961-79.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 5.83% | 217.93%-212.1pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,044 | $3,308-68.5% | $2,470-57.8% | $4,869-78.6% |
| Participant deferral / active EE | $2,529 | $4,306-41.3% | $3,497-27.7% | $5,287-52.2% |
| Admin fee / account holder | $529 | $8,954-94.1% | $5,480-90.3% | $10,132-94.8% |