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 | $71,379 | $108,172-34.0% | $77,482-7.9% | $158,922-55.1% |
| Participation rate | 44.4% | 64.4%-20.0pp | 54.2%-9.7pp | 82.0%-37.5pp |
| Annual return | 12.34% | 31.67%-19.3pp | 54.79%-42.4pp | 302.83%-290.5pp |
| Employer contribution / active EE | $317 | $1,325-76.1% | $986-67.9% | $4,761-93.3% |
| Participant deferral / active EE | $2,388 | $2,456-2.8% | $1,861+28.3% | $5,982-60.1% |
| Admin fee / account holder | $1,236 | $3,708-66.7% | $2,858-56.8% | $11,246-89.0% |