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 | $53,191 | $77,634-31.5% | $156,549-66.0% | $62,891-15.4% |
| Participation rate | 64.7% | 71.2%-6.5pp | 84.0%-19.3pp | 69.3%-4.6pp |
| Annual return | 6.46% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $824 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $1,999 | $3,045-34.4% | $4,871-59.0% | $3,203-37.6% |
| Admin fee / account holder | $9,454 | $5,561+70.0% | $13,027-27.4% | $4,296+120.1% |