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 | $31,208 | $54,705-43.0% | $71,209-56.2% | $84,808-63.2% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 50.78% | 35.90%+14.9pp | 282.51%-231.7pp | 40.90%+9.9pp |
| Employer contribution / active EE | $618 | $2,158-71.4% | $2,721-77.3% | $2,631-76.5% |
| Participant deferral / active EE | $2,437 | $3,030-19.6% | $4,175-41.6% | $4,212-42.1% |
| Admin fee / account holder | $440 | $4,863-90.9% | $5,349-91.8% | $7,344-94.0% |