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 | $34,170 | $51,604-33.8% | $129,295-73.6% | $80,874-57.7% |
| Participation rate | 50.5% | 57.0%-6.5pp | 69.6%-19.1pp | 67.6%-17.1pp |
| Annual return | 13.60% | 20.76%-7.2pp | 9429.28%-9415.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,310 | $1,585-17.3% | $4,157-68.5% | $2,756-52.5% |
| Participant deferral / active EE | $2,535 | $2,670-5.1% | $4,169-39.2% | $4,297-41.0% |
| Admin fee / account holder | $4,821 | $4,310+11.9% | $7,665-37.1% | $6,935-30.5% |