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 | $56,407 | $48,230+17.0% | $67,502-16.4% | $80,856-30.2% |
| Participation rate | 35.3% | 66.4%-31.1pp | 72.9%-37.6pp | 67.6%-32.3pp |
| Annual return | 12.00% | 18.28%-6.3pp | 3512.12%-3500.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $770 | $2,020-61.9% | $2,731-71.8% | $2,755-72.0% |
| Participant deferral / active EE | $2,573 | $2,924-12.0% | $4,000-35.7% | $4,296-40.1% |
| Admin fee / account holder | $7,034 | $3,681+91.1% | $3,998+75.9% | $6,918+1.7% |