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 | $51,256 | $99,652-48.6% | $78,778-34.9% | $147,584-65.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 7.27% | 47.28%-40.0pp | 35.62%-28.4pp | 578.55%-571.3pp |
| Employer contribution / active EE | $329 | $2,796-88.2% | $1,986-83.4% | $4,876-93.3% |
| Participant deferral / active EE | $871 | $3,664-76.2% | $2,958-70.6% | $5,439-84.0% |
| Admin fee / account holder | $14,223 | $7,155+98.8% | $5,134+177.1% | $10,885+30.7% |