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 | $60,519 | $48,570+24.6% | $130,648-53.7% | $72,985-17.1% |
| Participation rate | 38.2% | 58.6%-20.3pp | 71.7%-33.5pp | 69.5%-31.3pp |
| Annual return | 20.00% | 38.63%-18.6pp | 1708.96%-1689.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $705 | $1,334-47.2% | $4,092-82.8% | $2,440-71.1% |
| Participant deferral / active EE | $2,311 | $2,384-3.0% | $3,603-35.8% | $3,607-35.9% |
| Admin fee / account holder | $1,609 | $3,549-54.7% | $5,464-70.6% | $5,124-68.6% |