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 | $65,151 | $85,766-24.0% | $136,294-52.2% | $70,131-7.1% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 16.36% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,695-88.6% | $2,342-77.2% |
| Participant deferral / active EE | $2,604 | $5,051-48.5% | $6,247-58.3% | $3,332-21.9% |
| Admin fee / account holder | $13,795 | $5,420+154.5% | $9,243+49.2% | $4,645+197.0% |