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 | $33,806 | $51,604-34.5% | $129,295-73.9% | $80,874-58.2% |
| Participation rate | 53.4% | 57.0%-3.5pp | 69.6%-16.2pp | 67.6%-14.2pp |
| Annual return | 13.91% | 20.76%-6.9pp | 9429.28%-9415.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $801 | $1,585-49.5% | $4,157-80.7% | $2,756-70.9% |
| Participant deferral / active EE | $3,358 | $2,670+25.8% | $4,169-19.5% | $4,297-21.9% |
| Admin fee / account holder | $2,443 | $4,310-43.3% | $7,665-68.1% | $6,935-64.8% |