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 | $21,492 | $48,230-55.4% | $67,502-68.2% | $80,856-73.4% |
| Participation rate | 38.8% | 66.4%-27.6pp | 72.9%-34.1pp | 67.6%-28.9pp |
| Annual return | 13.92% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $848 | $2,020-58.0% | $2,731-68.9% | $2,755-69.2% |
| Participant deferral / active EE | $1,336 | $2,924-54.3% | $4,000-66.6% | $4,296-68.9% |
| Admin fee / account holder | $1,806 | $3,681-50.9% | $3,998-54.8% | $6,918-73.9% |