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 | $17,985 | $45,073-60.1% | $69,455-74.1% | $72,985-75.4% |
| Participation rate | 47.1% | 68.5%-21.4pp | 74.6%-27.5pp | 69.5%-22.3pp |
| Annual return | 23.58% | 22.65%+0.9pp | 28.97%-5.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $663 | $2,054-67.7% | $2,779-76.2% | $2,440-72.8% |
| Participant deferral / active EE | $1,105 | $2,602-57.5% | $3,535-68.7% | $3,607-69.4% |
| Admin fee / account holder | $524 | $3,056-82.9% | $3,839-86.4% | $5,124-89.8% |