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 | $38,197 | $85,766-55.5% | $136,294-72.0% | $70,131-45.5% |
| Participation rate | 25.8% | 74.2%-48.3pp | 81.9%-56.1pp | 69.5%-43.7pp |
| Annual return | 18.41% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $974 | $2,966-67.1% | $4,695-79.2% | $2,342-58.4% |
| Participant deferral / active EE | $2,150 | $5,051-57.4% | $6,247-65.6% | $3,332-35.5% |
| Admin fee / account holder | $372 | $5,420-93.1% | $9,243-96.0% | $4,645-92.0% |