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 | $31,302 | $48,570-35.6% | $130,648-76.0% | $72,985-57.1% |
| Participation rate | 54.1% | 58.6%-4.5pp | 71.7%-17.6pp | 69.5%-15.4pp |
| Annual return | 21.46% | 38.63%-17.2pp | 1708.96%-1687.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $765 | $1,334-42.7% | $4,092-81.3% | $2,440-68.7% |
| Participant deferral / active EE | $2,267 | $2,384-4.9% | $3,603-37.1% | $3,607-37.2% |
| Admin fee / account holder | $5,168 | $3,549+45.6% | $5,464-5.4% | $5,124+0.9% |