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 | $30,123 | $85,202-64.6% | $172,739-82.6% | $72,985-58.7% |
| Participation rate | 40.3% | 70.1%-29.8pp | 82.6%-42.4pp | 69.5%-29.2pp |
| Annual return | 20.94% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $649 | $3,324-80.5% | $5,143-87.4% | $2,440-73.4% |
| Participant deferral / active EE | $1,631 | $3,260-50.0% | $5,198-68.6% | $3,607-54.8% |
| Admin fee / account holder | $3,925 | $5,884-33.3% | $13,954-71.9% | $5,124-23.4% |