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 | $33,678 | $85,766-60.7% | $136,294-75.3% | $70,131-52.0% |
| Participation rate | 31.0% | 74.2%-43.2pp | 81.9%-51.0pp | 69.5%-38.6pp |
| Annual return | 33.02% | 31.45%+1.6pp | 5155.94%-5122.9pp | 73.14%-40.1pp |
| Employer contribution / active EE | $1,521 | $2,966-48.7% | $4,695-67.6% | $2,342-35.0% |
| Participant deferral / active EE | $3,311 | $5,051-34.4% | $6,247-47.0% | $3,332-0.6% |
| Admin fee / account holder | $5,105 | $5,420-5.8% | $9,243-44.8% | $4,645+9.9% |