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 | $15,204 | $85,202-82.2% | $172,739-91.2% | $72,985-79.2% |
| Participation rate | 32.4% | 70.1%-37.6pp | 82.6%-50.2pp | 69.5%-37.1pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $682 | $3,324-79.5% | $5,143-86.7% | $2,440-72.0% |
| Participant deferral / active EE | $1,333 | $3,260-59.1% | $5,198-74.3% | $3,607-63.0% |
| Admin fee / account holder | $555 | $5,884-90.6% | $13,954-96.0% | $5,124-89.2% |