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 | $34,614 | $48,570-28.7% | $130,648-73.5% | $72,985-52.6% |
| Participation rate | 48.0% | 58.6%-10.6pp | 71.7%-23.7pp | 69.5%-21.5pp |
| Annual return | 24.01% | 38.63%-14.6pp | 1708.96%-1685.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $697 | $1,334-47.7% | $4,092-83.0% | $2,440-71.4% |
| Participant deferral / active EE | $1,301 | $2,384-45.4% | $3,603-63.9% | $3,607-63.9% |
| Admin fee / account holder | $544 | $3,549-84.7% | $5,464-90.0% | $5,124-89.4% |