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 | $46,803 | $53,822-13.0% | $75,696-38.2% | $85,850-45.5% |
| Participation rate | 53.8% | 69.1%-15.2pp | 74.8%-21.0pp | 69.3%-15.5pp |
| Annual return | 25.38% | 24.54%+0.8pp | 104.53%-79.2pp | 318.53%-293.2pp |
| Employer contribution / active EE | $436 | $2,017-78.4% | $2,743-84.1% | $2,565-83.0% |
| Participant deferral / active EE | $1,173 | $2,895-59.5% | $3,821-69.3% | $3,952-70.3% |
| Admin fee / account holder | $6,632 | $3,343+98.4% | $3,619+83.3% | $6,260+5.9% |