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 | $48,145 | $60,124-19.9% | $90,404-46.7% | $79,858-39.7% |
| Participation rate | 31.3% | 65.0%-33.7pp | 72.7%-41.4pp | 69.6%-38.4pp |
| Annual return | 33.50% | 71.94%-38.4pp | 1293.02%-1259.5pp | 31.71%+1.8pp |
| Employer contribution / active EE | $829 | $2,068-59.9% | $3,262-74.6% | $2,471-66.4% |
| Participant deferral / active EE | $3,251 | $2,938+10.6% | $3,963-18.0% | $3,740-13.1% |
| Admin fee / account holder | $8,831 | $3,976+122.1% | $5,611+57.4% | $5,306+66.4% |