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 | $43,342 | $91,190-52.5% | $178,490-75.7% | $79,858-45.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 25.79% | 24.19%+1.6pp | 151.07%-125.3pp | 31.71%-5.9pp |
| Employer contribution / active EE | $624 | $3,256-80.8% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $2,044 | $3,236-36.8% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $1,647 | $6,751-75.6% | $13,984-88.2% | $5,306-69.0% |