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 | $41,499 | $99,079-58.1% | $77,999-46.8% | $273,961-84.9% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.5%-10.3pp | 83.0%-17.8pp |
| Annual return | 15.21% | 217.93%-202.7pp | 425.96%-410.7pp | 41.45%-26.2pp |
| Employer contribution / active EE | $1,398 | $3,308-57.7% | $2,470-43.4% | $4,869-71.3% |
| Participant deferral / active EE | $2,328 | $4,306-45.9% | $3,497-33.4% | $5,287-56.0% |
| Admin fee / account holder | $535 | $8,954-94.0% | $5,480-90.2% | $10,132-94.7% |