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 | $38,255 | $91,190-58.0% | $178,490-78.6% | $79,858-52.1% |
| Participation rate | 44.7% | 69.2%-24.5pp | 81.9%-37.2pp | 69.6%-24.9pp |
| Annual return | 31.75% | 24.19%+7.6pp | 151.07%-119.3pp | 31.71%0pp |
| Employer contribution / active EE | $594 | $3,256-81.8% | $5,011-88.2% | $2,471-76.0% |
| Participant deferral / active EE | $2,139 | $3,236-33.9% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $4,975 | $6,751-26.3% | $13,984-64.4% | $5,306-6.2% |