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 | $31,467 | $58,694-46.4% | $142,863-78.0% | $85,850-63.3% |
| Participation rate | 35.5% | 58.5%-23.0pp | 71.9%-36.5pp | 69.3%-33.8pp |
| Annual return | 15.39% | 27.72%-12.3pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $953 | $1,423-33.0% | $4,144-77.0% | $2,565-62.9% |
| Participant deferral / active EE | $2,427 | $2,607-6.9% | $3,837-36.8% | $3,952-38.6% |
| Admin fee / account holder | $557 | $4,239-86.9% | $6,560-91.5% | $6,260-91.1% |