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 | $35,130 | $77,813-54.9% | $123,544-71.6% | $64,186-45.3% |
| Participation rate | 39.0% | 74.7%-35.7pp | 82.3%-43.3pp | 69.6%-30.5pp |
| Annual return | 27.58% | 12.48%+15.1pp | 119.20%-91.6pp | 7.63%+19.9pp |
| Employer contribution / active EE | $1,071 | $3,014-64.5% | $4,628-76.9% | $2,381-55.0% |
| Participant deferral / active EE | $2,359 | $5,240-55.0% | $6,426-63.3% | $3,470-32.0% |
| Admin fee / account holder | $1,050 | $5,519-81.0% | $9,284-88.7% | $4,888-78.5% |