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 | $54,084 | $118,849-54.5% | $96,562-44.0% | $167,490-67.7% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.0pp |
| Annual return | 14.07% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,210 | $3,120-61.2% | $2,356-48.7% | $4,837-75.0% |
| Participant deferral / active EE | $2,037 | $4,616-55.9% | $3,849-47.1% | $6,341-67.9% |
| Admin fee / account holder | $1,207 | $8,065-85.0% | $6,181-80.5% | $12,309-90.2% |