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 | $46,616 | $51,576-9.6% | $129,207-63.9% | $80,856-42.3% |
| Participation rate | 41.4% | 57.0%-15.6pp | 69.6%-28.2pp | 67.6%-26.3pp |
| Annual return | 11.20% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $497 | $1,584-68.6% | $4,153-88.0% | $2,755-82.0% |
| Participant deferral / active EE | $2,297 | $2,669-13.9% | $4,168-44.9% | $4,296-46.5% |
| Admin fee / account holder | $939 | $4,305-78.2% | $7,715-87.8% | $6,918-86.4% |