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 | $29,654 | $51,576-42.5% | $129,207-77.0% | $80,856-63.3% |
| Participation rate | 47.4% | 57.0%-9.6pp | 69.6%-22.2pp | 67.6%-20.3pp |
| Annual return | 13.32% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $810 | $1,584-48.9% | $4,153-80.5% | $2,755-70.6% |
| Participant deferral / active EE | $2,296 | $2,669-14.0% | $4,168-44.9% | $4,296-46.6% |
| Admin fee / account holder | $1,520 | $4,305-64.7% | $7,715-80.3% | $6,918-78.0% |