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 | $21,855 | $85,202-74.3% | $172,739-87.3% | $72,985-70.1% |
| Participation rate | 66.3% | 70.1%-3.8pp | 82.6%-16.4pp | 69.5%-3.2pp |
| Annual return | 24.19% | 27.32%-3.1pp | 802.84%-778.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $747 | $3,324-77.5% | $5,143-85.5% | $2,440-69.4% |
| Participant deferral / active EE | $2,145 | $3,260-34.2% | $5,198-58.7% | $3,607-40.5% |
| Admin fee / account holder | $319 | $5,884-94.6% | $13,954-97.7% | $5,124-93.8% |