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 | $70,165 | $87,540-19.8% | $75,781-7.4% | $125,391-44.0% |
| Participation rate | 47.4% | 80.2%-32.8pp | 75.8%-28.4pp | 83.2%-35.8pp |
| Annual return | 0.78% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,123 | $3,930-71.4% | $3,323-66.2% | $4,866-76.9% |
| Participant deferral / active EE | $3,124 | $4,229-26.1% | $3,651-14.4% | $5,352-41.6% |
| Admin fee / account holder | $878 | $6,502-86.5% | $5,299-83.4% | $9,540-90.8% |