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 | $38,271 | $51,576-25.8% | $129,207-70.4% | $80,856-52.7% |
| Participation rate | 51.6% | 57.0%-5.4pp | 69.6%-18.0pp | 67.6%-16.0pp |
| Annual return | 14.99% | 20.81%-5.8pp | 9417.33%-9402.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $412 | $1,584-74.0% | $4,153-90.1% | $2,755-85.1% |
| Participant deferral / active EE | $3,689 | $2,669+38.2% | $4,168-11.5% | $4,296-14.1% |
| Admin fee / account holder | $2,206 | $4,305-48.7% | $7,715-71.4% | $6,918-68.1% |