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 | $42,462 | $80,753-47.4% | $136,294-68.8% | $62,292-31.8% |
| Participation rate | 58.9% | 73.5%-14.6pp | 81.9%-23.0pp | 69.5%-10.6pp |
| Annual return | 18.60% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,357 | $2,884-53.0% | $4,695-71.1% | $2,042-33.6% |
| Participant deferral / active EE | $3,302 | $5,164-36.1% | $6,247-47.1% | $3,169+4.2% |
| Admin fee / account holder | $1,878 | $525+257.5% | $9,243-79.7% | $479+291.8% |