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 | $31,377 | $78,672-60.1% | $109,143-71.3% | $85,850-63.5% |
| Participation rate | 67.8% | 68.3%-0.5pp | 75.9%-8.1pp | 69.3%-1.5pp |
| Annual return | 45.90% | 25.09%+20.8pp | 25.75%+20.2pp | 318.53%-272.6pp |
| Employer contribution / active EE | $821 | $2,735-70.0% | $3,722-77.9% | $2,565-68.0% |
| Participant deferral / active EE | $2,509 | $3,467-27.6% | $4,653-46.1% | $3,952-36.5% |
| Admin fee / account holder | $17,688 | $5,469+223.4% | $6,752+162.0% | $6,260+182.6% |