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 | $36,523 | $70,428-48.1% | $96,562-62.2% | $85,850-57.5% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 16.45% | 18.59%-2.1pp | 37.78%-21.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $631 | $1,413-55.4% | $2,356-73.2% | $2,565-75.4% |
| Participant deferral / active EE | $2,242 | $2,894-22.5% | $3,849-41.7% | $3,952-43.3% |
| Admin fee / account holder | $419 | $4,997-91.6% | $6,181-93.2% | $6,260-93.3% |