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 | $34,912 | $72,177-51.6% | $115,037-69.7% | $59,632-41.5% |
| Participation rate | 68.4% | 72.6%-4.1pp | 81.4%-12.9pp | 68.7%-0.3pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $5,108 | $2,841+79.8% | $4,608+10.9% | $2,203+131.9% |
| Participant deferral / active EE | $6,832 | $4,783+42.8% | $6,026+13.4% | $3,192+114.0% |
| Admin fee / account holder | $3,604 | $4,927-26.8% | $8,175-55.9% | $4,297-16.1% |