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 | $62,029 | $99,079-37.4% | $77,999-20.5% | $273,961-77.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.5%-30.1pp | 83.0%-37.6pp |
| Annual return | 3.38% | 217.93%-214.6pp | 425.96%-422.6pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,136 | $3,308-65.6% | $2,470-54.0% | $4,869-76.7% |
| Participant deferral / active EE | $2,594 | $4,306-39.8% | $3,497-25.8% | $5,287-50.9% |
| Admin fee / account holder | $519 | $8,954-94.2% | $5,480-90.5% | $10,132-94.9% |