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 | $34,394 | $84,233-59.2% | $170,442-79.8% | $70,131-51.0% |
| Participation rate | 40.5% | 70.8%-30.3pp | 83.6%-43.1pp | 69.5%-29.0pp |
| Annual return | 21.57% | 23.06%-1.5pp | 205.93%-184.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $657 | $3,387-80.6% | $5,433-87.9% | $2,342-71.9% |
| Participant deferral / active EE | $1,697 | $3,086-45.0% | $4,939-65.6% | $3,332-49.1% |
| Admin fee / account holder | $884 | $5,698-84.5% | $13,880-93.6% | $4,645-81.0% |