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 | $48,669 | $109,413-55.5% | $156,263-68.9% | $84,808-42.6% |
| Participation rate | 61.5% | 72.7%-11.2pp | 78.9%-17.4pp | 68.3%-6.8pp |
| Annual return | 20.18% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,439 | $2,907-50.5% | $4,333-66.8% | $2,631-45.3% |
| Participant deferral / active EE | $2,466 | $4,590-46.3% | $6,158-59.9% | $4,212-41.4% |
| Admin fee / account holder | $1,457 | $9,357-84.4% | $14,255-89.8% | $7,344-80.2% |