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 | $43,061 | $69,977-38.5% | $108,579-60.3% | $62,891-31.5% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.3pp | 69.3%-13.1pp |
| Annual return | 17.44% | 10.73%+6.7pp | -51.70%+69.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $734 | $2,135-65.6% | $3,758-80.5% | $2,281-67.8% |
| Participant deferral / active EE | $2,074 | $3,165-34.5% | $4,311-51.9% | $3,203-35.2% |
| Admin fee / account holder | $1,005 | $5,076-80.2% | $7,645-86.8% | $4,296-76.6% |