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 | $52,393 | $58,694-10.7% | $142,863-63.3% | $85,850-39.0% |
| Participation rate | 47.3% | 58.5%-11.2pp | 71.9%-24.6pp | 69.3%-22.0pp |
| Annual return | 14.96% | 27.72%-12.8pp | 5637.54%-5622.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $358 | $1,423-74.8% | $4,144-91.4% | $2,565-86.0% |
| Participant deferral / active EE | $3,469 | $2,607+33.0% | $3,837-9.6% | $3,952-12.2% |
| Admin fee / account holder | $2,063 | $4,239-51.3% | $6,560-68.5% | $6,260-67.0% |