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 | $34,941 | $51,576-32.3% | $129,207-73.0% | $80,856-56.8% |
| Participation rate | 52.4% | 57.0%-4.6pp | 69.6%-17.2pp | 67.6%-15.3pp |
| Annual return | 11.85% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,029 | $1,584-35.0% | $4,153-75.2% | $2,755-62.6% |
| Participant deferral / active EE | $2,826 | $2,669+5.9% | $4,168-32.2% | $4,296-34.2% |
| Admin fee / account holder | $2,531 | $4,305-41.2% | $7,715-67.2% | $6,918-63.4% |