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 | $57,418 | $99,652-42.4% | $78,778-27.1% | $147,584-61.1% |
| Participation rate | 47.8% | 76.2%-28.4pp | 69.2%-21.4pp | 82.8%-35.0pp |
| Annual return | 14.69% | 47.28%-32.6pp | 35.62%-20.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $852 | $2,796-69.5% | $1,986-57.1% | $4,876-82.5% |
| Participant deferral / active EE | $1,811 | $3,664-50.6% | $2,958-38.8% | $5,439-66.7% |
| Admin fee / account holder | $7,495 | $7,155+4.8% | $5,134+46.0% | $10,885-31.1% |