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 | $33,539 | $85,766-60.9% | $136,294-75.4% | $70,131-52.2% |
| Participation rate | 54.4% | 74.2%-19.8pp | 81.9%-27.5pp | 69.5%-15.2pp |
| Annual return | 19.55% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,764 | $2,966-40.5% | $4,695-62.4% | $2,342-24.7% |
| Participant deferral / active EE | $3,297 | $5,051-34.7% | $6,247-47.2% | $3,332-1.1% |
| Admin fee / account holder | $1,770 | $5,420-67.4% | $9,243-80.9% | $4,645-61.9% |