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 | $49,558 | $102,966-51.9% | $90,281-45.1% | $152,861-67.6% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 15.04% | 95.16%-80.1pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $808 | $3,139-74.3% | $2,854-71.7% | $4,762-83.0% |
| Participant deferral / active EE | $1,010 | $4,281-76.4% | $3,885-74.0% | $5,850-82.7% |
| Admin fee / account holder | $12,461 | $6,171+101.9% | $5,351+132.9% | $11,596+7.5% |