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 | $28,495 | $85,202-66.6% | $172,739-83.5% | $72,985-61.0% |
| Participation rate | 57.6% | 70.1%-12.5pp | 82.6%-25.1pp | 69.5%-11.9pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $618 | $3,324-81.4% | $5,143-88.0% | $2,440-74.7% |
| Participant deferral / active EE | $1,550 | $3,260-52.4% | $5,198-70.2% | $3,607-57.0% |
| Admin fee / account holder | $399 | $5,884-93.2% | $13,954-97.1% | $5,124-92.2% |