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 | $33,696 | $99,079-66.0% | $77,999-56.8% | $273,961-87.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 7.05% | 217.93%-210.9pp | 425.96%-418.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $535 | $3,308-83.8% | $2,470-78.3% | $4,869-89.0% |
| Participant deferral / active EE | $1,920 | $4,306-55.4% | $3,497-45.1% | $5,287-63.7% |
| Admin fee / account holder | $7,955 | $8,954-11.2% | $5,480+45.1% | $10,132-21.5% |