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 | $16,276 | $41,078-60.4% | $80,569-79.8% | $71,457-77.2% |
| Participation rate | 50.8% | 50.2%+0.6pp | 67.0%-16.2pp | 67.9%-17.2pp |
| Annual return | 18.14% | 38.45%-20.3pp | 935.43%-917.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $704 | $1,506-53.2% | $2,723-74.2% | $2,588-72.8% |
| Participant deferral / active EE | $1,360 | $2,699-49.6% | $4,447-69.4% | $4,289-68.3% |
| Admin fee / account holder | $423 | $1,840-77.0% | $5,377-92.1% | $1,587-73.3% |