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 | $28,641 | $95,416-70.0% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 60.5% | 68.8%-8.2pp | 81.7%-21.2pp | 69.3%-8.8pp |
| Annual return | 20.38% | 23.59%-3.2pp | 122.05%-101.7pp | 318.53%-298.2pp |
| Employer contribution / active EE | $695 | $3,314-79.0% | $5,167-86.6% | $2,565-72.9% |
| Participant deferral / active EE | $1,298 | $3,423-62.1% | $5,568-76.7% | $3,952-67.2% |
| Admin fee / account holder | $379 | $7,213-94.7% | $16,237-97.7% | $6,260-93.9% |