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 | $66,924 | $99,079-32.5% | $77,999-14.2% | $273,961-75.6% |
| Participation rate | 61.1% | 78.6%-17.5pp | 75.5%-14.4pp | 83.0%-21.9pp |
| Annual return | 6.36% | 217.93%-211.6pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $683 | $3,308-79.4% | $2,470-72.4% | $4,869-86.0% |
| Participant deferral / active EE | $1,182 | $4,306-72.6% | $3,497-66.2% | $5,287-77.6% |
| Admin fee / account holder | $18,703 | $8,954+108.9% | $5,480+241.3% | $10,132+84.6% |