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 | $48,964 | $48,230+1.5% | $67,502-27.5% | $80,856-39.4% |
| Participation rate | 52.5% | 66.4%-13.9pp | 72.9%-20.4pp | 67.6%-15.1pp |
| Annual return | 15.22% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $596 | $2,020-70.5% | $2,731-78.2% | $2,755-78.4% |
| Participant deferral / active EE | $1,985 | $2,924-32.1% | $4,000-50.4% | $4,296-53.8% |
| Admin fee / account holder | $1,407 | $3,681-61.8% | $3,998-64.8% | $6,918-79.7% |