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 | $35,109 | $98,240-64.3% | $82,313-57.3% | $147,584-76.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 9.10% | 30.85%-21.8pp | 25.88%-16.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $938 | $3,192-70.6% | $2,428-61.4% | $4,876-80.8% |
| Participant deferral / active EE | $1,359 | $4,383-69.0% | $3,706-63.3% | $5,439-75.0% |
| Admin fee / account holder | $21,733 | $8,563+153.8% | $5,608+287.6% | $10,885+99.7% |