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 | $40,785 | $76,000-46.3% | $154,107-73.5% | $64,186-36.5% |
| Participation rate | 52.9% | 70.4%-17.5pp | 83.0%-30.1pp | 69.6%-16.6pp |
| Annual return | 2.74% | 30.32%-27.6pp | 735.12%-732.4pp | 7.63%-4.9pp |
| Employer contribution / active EE | $1,756 | $3,351-47.6% | $5,298-66.9% | $2,381-26.2% |
| Participant deferral / active EE | $3,314 | $3,175+4.4% | $5,081-34.8% | $3,470-4.5% |
| Admin fee / account holder | $2,007 | $5,596-64.1% | $13,411-85.0% | $4,888-58.9% |