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 | $31,926 | $99,652-68.0% | $78,778-59.5% | $147,584-78.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 16.93% | 47.28%-30.3pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $756 | $2,796-73.0% | $1,986-61.9% | $4,876-84.5% |
| Participant deferral / active EE | $3,622 | $3,664-1.1% | $2,958+22.4% | $5,439-33.4% |
| Admin fee / account holder | $47,860 | $7,155+568.9% | $5,134+832.2% | $10,885+339.7% |