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 | $31,664 | $85,766-63.1% | $136,294-76.8% | $70,131-54.8% |
| Participation rate | 60.7% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 21.40% | 31.45%-10.1pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,111 | $2,966-28.8% | $4,695-55.1% | $2,342-9.9% |
| Participant deferral / active EE | $4,707 | $5,051-6.8% | $6,247-24.7% | $3,332+41.3% |
| Admin fee / account holder | $2,261 | $5,420-58.3% | $9,243-75.5% | $4,645-51.3% |