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 | $46,681 | $77,419-39.7% | $69,455-32.8% | $152,861-69.5% |
| Participation rate | 61.9% | 78.1%-16.2pp | 74.6%-12.7pp | 82.4%-20.5pp |
| Annual return | 17.76% | 39.06%-21.3pp | 28.97%-11.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $980 | $3,315-70.4% | $2,779-64.7% | $4,762-79.4% |
| Participant deferral / active EE | $2,743 | $4,414-37.9% | $3,535-22.4% | $5,850-53.1% |
| Admin fee / account holder | $27,048 | $6,207+335.8% | $3,839+604.5% | $11,596+133.2% |