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 | $27,562 | $48,230-42.9% | $67,502-59.2% | $80,856-65.9% |
| Participation rate | 42.3% | 66.4%-24.1pp | 72.9%-30.6pp | 67.6%-25.3pp |
| Annual return | 11.91% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $997 | $2,020-50.6% | $2,731-63.5% | $2,755-63.8% |
| Participant deferral / active EE | $2,821 | $2,924-3.5% | $4,000-29.5% | $4,296-34.3% |
| Admin fee / account holder | $443 | $3,681-88.0% | $3,998-88.9% | $6,918-93.6% |