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 | $29,825 | $85,766-65.2% | $136,294-78.1% | $70,131-57.5% |
| Participation rate | 54.0% | 74.2%-20.2pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 25.99% | 31.45%-5.5pp | 5155.94%-5129.9pp | 73.14%-47.1pp |
| Employer contribution / active EE | $3,640 | $2,966+22.7% | $4,695-22.5% | $2,342+55.4% |
| Participant deferral / active EE | $6,194 | $5,051+22.6% | $6,247-0.9% | $3,332+85.9% |
| Admin fee / account holder | $3,630 | $5,420-33.0% | $9,243-60.7% | $4,645-21.8% |