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 | $40,772 | $79,171-48.5% | $102,423-60.2% | $74,495-45.3% |
| Participation rate | 53.5% | 74.8%-21.3pp | 76.5%-23.0pp | 67.2%-13.7pp |
| Annual return | 16.42% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $860 | $2,362-63.6% | $3,023-71.6% | $2,623-67.2% |
| Participant deferral / active EE | $2,270 | $4,415-48.6% | $5,053-55.1% | $4,346-47.8% |
| Admin fee / account holder | $1,075 | $2,001-46.3% | $9,451-88.6% | $1,942-44.6% |