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 | $48,562 | $85,766-43.4% | $136,294-64.4% | $70,131-30.8% |
| Participation rate | 27.6% | 74.2%-46.6pp | 81.9%-54.3pp | 69.5%-42.0pp |
| Annual return | 15.28% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,075 | $2,966-63.8% | $4,695-77.1% | $2,342-54.1% |
| Participant deferral / active EE | $3,574 | $5,051-29.3% | $6,247-42.8% | $3,332+7.3% |
| Admin fee / account holder | $773 | $5,420-85.7% | $9,243-91.6% | $4,645-83.4% |