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 | $44,335 | $99,079-55.3% | $77,999-43.2% | $273,961-83.8% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.5%-13.6pp | 83.0%-21.1pp |
| Annual return | 5.76% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,828 | $3,308-44.7% | $2,470-26.0% | $4,869-62.4% |
| Participant deferral / active EE | $3,722 | $4,306-13.6% | $3,497+6.4% | $5,287-29.6% |
| Admin fee / account holder | $674 | $8,954-92.5% | $5,480-87.7% | $10,132-93.4% |