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 | $34,158 | $73,360-53.4% | $177,989-80.8% | $74,495-54.1% |
| Participation rate | 50.5% | 66.6%-16.1pp | 77.1%-26.5pp | 67.2%-16.7pp |
| Annual return | 14.35% | 17.49%-3.1pp | 294.48%-280.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,332 | $2,216-39.9% | $3,949-66.3% | $2,623-49.2% |
| Participant deferral / active EE | $2,388 | $4,513-47.1% | $6,276-62.0% | $4,346-45.1% |
| Admin fee / account holder | $1,855 | $1,808+2.6% | $10,363-82.1% | $1,942-4.5% |