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 | $27,372 | $83,337-67.2% | $67,834-59.6% | $273,961-90.0% |
| Participation rate | 52.6% | 76.4%-23.8pp | 68.8%-16.2pp | 83.0%-30.4pp |
| Annual return | 8.70% | 259.45%-250.7pp | 138.47%-129.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $576 | $3,287-82.5% | $2,403-76.1% | $4,869-88.2% |
| Participant deferral / active EE | $1,776 | $4,088-56.6% | $3,160-43.8% | $5,287-66.4% |
| Admin fee / account holder | $542 | $6,752-92.0% | $4,622-88.3% | $10,132-94.6% |