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 | $41,721 | $51,576-19.1% | $129,207-67.7% | $80,856-48.4% |
| Participation rate | 32.6% | 57.0%-24.4pp | 69.6%-37.0pp | 67.6%-35.0pp |
| Annual return | 13.89% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $356 | $1,584-77.5% | $4,153-91.4% | $2,755-87.1% |
| Participant deferral / active EE | $814 | $2,669-69.5% | $4,168-80.5% | $4,296-81.1% |
| Admin fee / account holder | $4,800 | $4,305+11.5% | $7,715-37.8% | $6,918-30.6% |