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 | $49,643 | $83,337-40.4% | $67,834-26.8% | $273,961-81.9% |
| Participation rate | 47.6% | 76.4%-28.8pp | 68.8%-21.2pp | 83.0%-35.4pp |
| Annual return | 2.66% | 259.45%-256.8pp | 138.47%-135.8pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,335 | $3,287-59.4% | $2,403-44.4% | $4,869-72.6% |
| Participant deferral / active EE | $2,546 | $4,088-37.7% | $3,160-19.4% | $5,287-51.8% |
| Admin fee / account holder | $1,070 | $6,752-84.1% | $4,622-76.8% | $10,132-89.4% |