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 | $63,487 | $76,000-16.5% | $154,107-58.8% | $64,186-1.1% |
| Participation rate | 52.9% | 70.4%-17.5pp | 83.0%-30.1pp | 69.6%-16.6pp |
| Annual return | 7.09% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,667 | $3,351-50.3% | $5,298-68.5% | $2,381-30.0% |
| Participant deferral / active EE | $3,214 | $3,175+1.2% | $5,081-36.7% | $3,470-7.4% |
| Admin fee / account holder | $2,408 | $5,596-57.0% | $13,411-82.0% | $4,888-50.7% |