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 | $36,908 | $107,015-65.5% | $73,545-49.8% | $147,584-75.0% |
| Participation rate | 54.2% | 66.4%-12.2pp | 54.9%-0.8pp | 82.8%-28.7pp |
| Annual return | 17.52% | 38.25%-20.7pp | -15.16%+32.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $644 | $2,462-73.9% | $1,806-64.4% | $5,439-88.2% |
| Admin fee / account holder | $793 | $3,055-74.1% | $2,320-65.8% | $10,885-92.7% |