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 | $52,976 | $72,071-26.5% | $68,368-22.5% | $137,256-61.4% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.0%-62.3pp |
| Annual return | 16.78% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $682 | $2,788-75.5% | $2,649-74.2% | $4,156-83.6% |
| Participant deferral / active EE | $2,076 | $4,410-52.9% | $4,123-49.7% | $6,407-67.6% |
| Admin fee / account holder | $1,424 | $5,336-73.3% | $5,150-72.4% | $12,270-88.4% |