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 | $45,792 | $65,703-30.3% | $94,224-51.4% | $59,632-23.2% |
| Participation rate | 67.9% | 72.1%-4.3pp | 78.8%-10.9pp | 68.7%-0.8pp |
| Annual return | 4.23% | 5.22%-1.0pp | 10.68%-6.5pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $703 | $2,021-65.2% | $3,587-80.4% | $2,203-68.1% |
| Participant deferral / active EE | $3,359 | $3,143+6.9% | $4,320-22.2% | $3,192+5.3% |
| Admin fee / account holder | $1,350 | $4,264-68.3% | $6,269-78.5% | $4,297-68.6% |