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 | $62,625 | $99,079-36.8% | $77,999-19.7% | $273,961-77.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 10.36% | 217.93%-207.6pp | 425.96%-415.6pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,588 | $3,308-52.0% | $2,470-35.7% | $4,869-67.4% |
| Participant deferral / active EE | $2,258 | $4,306-47.6% | $3,497-35.4% | $5,287-57.3% |
| Admin fee / account holder | $391 | $8,954-95.6% | $5,480-92.9% | $10,132-96.1% |