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 | $44,104 | $85,766-48.6% | $136,294-67.6% | $70,131-37.1% |
| Participation rate | 58.2% | 74.2%-15.9pp | 81.9%-23.7pp | 69.5%-11.3pp |
| Annual return | 19.44% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,386 | $2,966-53.3% | $4,695-70.5% | $2,342-40.8% |
| Participant deferral / active EE | $2,898 | $5,051-42.6% | $6,247-53.6% | $3,332-13.0% |
| Admin fee / account holder | $2,011 | $5,420-62.9% | $9,243-78.2% | $4,645-56.7% |