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 | $24,666 | $48,570-49.2% | $130,648-81.1% | $72,985-66.2% |
| Participation rate | 69.6% | 58.6%+11.0pp | 71.7%-2.2pp | 69.5%+0.1pp |
| Annual return | 20.40% | 38.63%-18.2pp | 1708.96%-1688.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $977 | $1,334-26.7% | $4,092-76.1% | $2,440-59.9% |
| Participant deferral / active EE | $2,254 | $2,384-5.5% | $3,603-37.4% | $3,607-37.5% |
| Admin fee / account holder | $3,338 | $3,549-5.9% | $5,464-38.9% | $5,124-34.9% |