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 | $43,391 | $52,519-17.4% | $155,790-72.1% | $59,632-27.2% |
| Participation rate | 66.2% | 61.7%+4.5pp | 76.1%-9.9pp | 68.7%-2.5pp |
| Annual return | 0.46% | 53.51%-53.0pp | 71.54%-71.1pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $624 | $1,589-60.7% | $3,836-83.7% | $2,203-71.6% |
| Participant deferral / active EE | $5,204 | $3,084+68.7% | $4,797+8.5% | $3,192+63.0% |
| Admin fee / account holder | $704 | $3,540-80.1% | $7,478-90.6% | $4,297-83.6% |