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 | $36,439 | $48,230-24.4% | $67,502-46.0% | $80,856-54.9% |
| Participation rate | 60.3% | 66.4%-6.1pp | 72.9%-12.6pp | 67.6%-7.4pp |
| Annual return | 16.63% | 18.28%-1.6pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $487 | $2,020-75.9% | $2,731-82.2% | $2,755-82.3% |
| Participant deferral / active EE | $1,877 | $2,924-35.8% | $4,000-53.1% | $4,296-56.3% |
| Admin fee / account holder | $393 | $3,681-89.3% | $3,998-90.2% | $6,918-94.3% |