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 | $39,931 | $80,731-50.5% | $103,374-61.4% | $74,546-46.4% |
| Participation rate | 41.0% | 65.7%-24.7pp | 74.5%-33.5pp | 67.2%-26.2pp |
| Annual return | 14.04% | 27.56%-13.5pp | 24.89%-10.9pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $866 | $3,158-72.6% | $3,869-77.6% | $2,624-67.0% |
| Participant deferral / active EE | $2,426 | $3,860-37.2% | $5,058-52.0% | $4,347-44.2% |
| Admin fee / account holder | $306 | $2,369-87.1% | $8,394-96.4% | $1,944-84.2% |