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 | $48,976 | $86,286-43.2% | $111,297-56.0% | $85,850-43.0% |
| Participation rate | 61.7% | 73.3%-11.6pp | 77.3%-15.6pp | 69.3%-7.6pp |
| Annual return | 12.71% | 19.99%-7.3pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $640 | $2,043-68.7% | $2,731-76.6% | $2,565-75.1% |
| Participant deferral / active EE | $2,032 | $3,641-44.2% | $4,487-54.7% | $3,952-48.6% |
| Admin fee / account holder | $18,221 | $8,188+122.5% | $7,964+128.8% | $6,260+191.1% |