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 | $41,624 | $63,346-34.3% | $92,233-54.9% | $70,131-40.6% |
| Participation rate | 51.3% | 68.7%-17.4pp | 76.5%-25.2pp | 69.5%-18.3pp |
| Annual return | 14.34% | 530.12%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $727 | $2,471-70.6% | $3,679-80.2% | $2,342-69.0% |
| Participant deferral / active EE | $1,599 | $2,854-44.0% | $3,897-59.0% | $3,332-52.0% |
| Admin fee / account holder | $1,703 | $3,840-55.7% | $5,194-67.2% | $4,645-63.3% |