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 | $34,198 | $48,230-29.1% | $67,502-49.3% | $80,856-57.7% |
| Participation rate | 42.5% | 66.4%-23.9pp | 72.9%-30.4pp | 67.6%-25.1pp |
| Annual return | 16.61% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $902 | $2,020-55.3% | $2,731-67.0% | $2,755-67.3% |
| Participant deferral / active EE | $1,458 | $2,924-50.1% | $4,000-63.6% | $4,296-66.1% |
| Admin fee / account holder | $1,963 | $3,681-46.7% | $3,998-50.9% | $6,918-71.6% |