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 | $40,605 | $85,766-52.7% | $136,294-70.2% | $70,131-42.1% |
| Participation rate | 54.2% | 74.2%-19.9pp | 81.9%-27.7pp | 69.5%-15.3pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,833 | $2,966-38.2% | $4,695-61.0% | $2,342-21.8% |
| Participant deferral / active EE | $2,727 | $5,051-46.0% | $6,247-56.4% | $3,332-18.2% |
| Admin fee / account holder | $2,451 | $5,420-54.8% | $9,243-73.5% | $4,645-47.2% |