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 | $32,629 | $52,406-37.7% | $129,207-74.7% | $74,495-56.2% |
| Participation rate | 51.0% | 53.8%-2.8pp | 69.6%-18.6pp | 67.2%-16.2pp |
| Annual return | 16.64% | 15.66%+1.0pp | 9417.33%-9400.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,069 | $1,531-30.2% | $4,153-74.3% | $2,623-59.3% |
| Participant deferral / active EE | $2,241 | $2,794-19.8% | $4,168-46.2% | $4,346-48.4% |
| Admin fee / account holder | $2,727 | $2,633+3.6% | $7,715-64.7% | $1,942+40.4% |