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 | $40,258 | $85,202-52.7% | $172,739-76.7% | $72,985-44.8% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.6%-40.4pp | 69.5%-27.2pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $600 | $3,324-82.0% | $5,143-88.3% | $2,440-75.4% |
| Participant deferral / active EE | $913 | $3,260-72.0% | $5,198-82.4% | $3,607-74.7% |
| Admin fee / account holder | $2,591 | $5,884-56.0% | $13,954-81.4% | $5,124-49.4% |