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 | $35,991 | $60,124-40.1% | $90,404-60.2% | $79,858-54.9% |
| Participation rate | 38.3% | 65.0%-26.7pp | 72.7%-34.4pp | 69.6%-31.3pp |
| Annual return | 11.93% | 71.94%-60.0pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $852 | $2,068-58.8% | $3,262-73.9% | $2,471-65.5% |
| Participant deferral / active EE | $1,354 | $2,938-53.9% | $3,963-65.8% | $3,740-63.8% |
| Admin fee / account holder | $3,526 | $3,976-11.3% | $5,611-37.2% | $5,306-33.5% |