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 | $49,028 | $99,079-50.5% | $77,999-37.1% | $273,961-82.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 11.43% | 217.93%-206.5pp | 425.96%-414.5pp | 41.45%-30.0pp |
| Employer contribution / active EE | $765 | $3,308-76.9% | $2,470-69.0% | $4,869-84.3% |
| Participant deferral / active EE | $2,600 | $4,306-39.6% | $3,497-25.6% | $5,287-50.8% |
| Admin fee / account holder | $406 | $8,954-95.5% | $5,480-92.6% | $10,132-96.0% |