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 | $29,157 | $51,576-43.5% | $129,207-77.4% | $80,856-63.9% |
| Participation rate | 56.8% | 57.0%-0.1pp | 69.6%-12.8pp | 67.6%-10.8pp |
| Annual return | 11.88% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,142 | $1,584-27.9% | $4,153-72.5% | $2,755-58.6% |
| Participant deferral / active EE | $3,515 | $2,669+31.7% | $4,168-15.7% | $4,296-18.2% |
| Admin fee / account holder | $1,214 | $4,305-71.8% | $7,715-84.3% | $6,918-82.4% |