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 | $51,339 | $99,079-48.2% | $77,999-34.2% | $273,961-81.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.5%-21.7pp | 83.0%-29.2pp |
| Annual return | 9.38% | 217.93%-208.5pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $645 | $3,308-80.5% | $2,470-73.9% | $4,869-86.8% |
| Participant deferral / active EE | $1,648 | $4,306-61.7% | $3,497-52.9% | $5,287-68.8% |
| Admin fee / account holder | $2,879 | $8,954-67.9% | $5,480-47.5% | $10,132-71.6% |