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 | $50,649 | $108,172-53.2% | $77,482-34.6% | $158,922-68.1% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 8.92% | 31.67%-22.8pp | 54.79%-45.9pp | 302.83%-293.9pp |
| Employer contribution / active EE | $178 | $1,325-86.6% | $986-81.9% | $4,761-96.3% |
| Participant deferral / active EE | $638 | $2,456-74.0% | $1,861-65.7% | $5,982-89.3% |
| Admin fee / account holder | $2,271 | $3,708-38.8% | $2,858-20.5% | $11,246-79.8% |