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 | $72,389 | $110,809-34.7% | $86,874-16.7% | $167,490-56.8% |
| Participation rate | 47.6% | 75.8%-28.2pp | 71.6%-24.0pp | 82.1%-34.5pp |
| Annual return | 9.03% | 116.98%-107.9pp | 63.52%-54.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $912 | $3,244-71.9% | $2,495-63.5% | $4,837-81.2% |
| Participant deferral / active EE | $2,122 | $4,546-53.3% | $3,699-42.6% | $6,341-66.5% |
| Admin fee / account holder | $2,053 | $8,415-75.6% | $5,828-64.8% | $12,309-83.3% |