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 | $54,755 | $99,652-45.1% | $78,778-30.5% | $147,584-62.9% |
| Participation rate | 47.8% | 76.2%-28.4pp | 69.2%-21.4pp | 82.8%-35.0pp |
| Annual return | 9.88% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $934 | $2,796-66.6% | $1,986-53.0% | $4,876-80.8% |
| Participant deferral / active EE | $2,028 | $3,664-44.6% | $2,958-31.4% | $5,439-62.7% |
| Admin fee / account holder | $679 | $7,155-90.5% | $5,134-86.8% | $10,885-93.8% |