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 | $49,090 | $98,750-50.3% | $149,696-67.2% | $79,858-38.5% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.5%-23.5pp | 69.6%-10.7pp |
| Annual return | 13.27% | 27.43%-14.2pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $790 | $3,216-75.4% | $4,644-83.0% | $2,471-68.0% |
| Participant deferral / active EE | $3,565 | $5,680-37.2% | $6,842-47.9% | $3,740-4.7% |
| Admin fee / account holder | $4,315 | $6,053-28.7% | $9,309-53.6% | $5,306-18.7% |