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 | $50,508 | $85,766-41.1% | $136,294-62.9% | $70,131-28.0% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 18.69% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,007 | $2,966-66.1% | $4,695-78.6% | $2,342-57.0% |
| Participant deferral / active EE | $3,915 | $5,051-22.5% | $6,247-37.3% | $3,332+17.5% |
| Admin fee / account holder | $13,345 | $5,420+146.2% | $9,243+44.4% | $4,645+187.3% |