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 | $54,912 | $116,175-52.7% | $93,606-41.3% | $152,861-64.1% |
| Participation rate | 63.6% | 78.0%-14.4pp | 75.8%-12.2pp | 82.4%-18.8pp |
| Annual return | 24.82% | 35.96%-11.1pp | 32.76%-7.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,816 | $3,218-43.6% | $2,718-33.2% | $4,762-61.9% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $468 | $10,748-95.6% | $7,888-94.1% | $11,596-96.0% |