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 | $45,798 | $136,179-66.4% | $98,755-53.6% | $167,490-72.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 11.58% | 67.53%-55.9pp | 49.91%-38.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,774 | $2,631-32.6% | $2,067-14.2% | $4,837-63.3% |
| Participant deferral / active EE | $2,889 | $3,716-22.2% | $3,035-4.8% | $6,341-54.4% |
| Admin fee / account holder | $17,940 | $5,031+256.6% | $4,076+340.1% | $12,309+45.7% |