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 | $49,729 | $102,966-51.7% | $90,281-44.9% | $152,861-67.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 35.34% | 95.16%-59.8pp | 78.10%-42.8pp | 345.32%-310.0pp |
| Employer contribution / active EE | $528 | $3,139-83.2% | $2,854-81.5% | $4,762-88.9% |
| Participant deferral / active EE | $2,368 | $4,281-44.7% | $3,885-39.0% | $5,850-59.5% |
| Admin fee / account holder | $436 | $6,171-92.9% | $5,351-91.8% | $11,596-96.2% |