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 | $22,214 | $108,172-79.5% | $77,482-71.3% | $158,922-86.0% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 22.55% | 31.67%-9.1pp | 54.79%-32.2pp | 302.83%-280.3pp |
| Employer contribution / active EE | $396 | $1,325-70.1% | $986-59.9% | $4,761-91.7% |
| Participant deferral / active EE | $899 | $2,456-63.4% | $1,861-51.7% | $5,982-85.0% |
| Admin fee / account holder | $18,681 | $3,708+403.8% | $2,858+553.7% | $11,246+66.1% |