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 | $33,640 | $85,766-60.8% | $136,294-75.3% | $70,131-52.0% |
| Participation rate | 52.2% | 74.2%-21.9pp | 81.9%-29.7pp | 69.5%-17.3pp |
| Annual return | 33.42% | 31.45%+2.0pp | 5155.94%-5122.5pp | 73.14%-39.7pp |
| Employer contribution / active EE | $1,527 | $2,966-48.5% | $4,695-67.5% | $2,342-34.8% |
| Participant deferral / active EE | $3,248 | $5,051-35.7% | $6,247-48.0% | $3,332-2.5% |
| Admin fee / account holder | $2,383 | $5,420-56.0% | $9,243-74.2% | $4,645-48.7% |