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 | $23,357 | $76,000-69.3% | $154,107-84.8% | $64,186-63.6% |
| Participation rate | 58.2% | 70.4%-12.2pp | 83.0%-24.8pp | 69.6%-11.3pp |
| Annual return | 18.93% | 30.32%-11.4pp | 735.12%-716.2pp | 7.63%+11.3pp |
| Employer contribution / active EE | $855 | $3,351-74.5% | $5,298-83.9% | $2,381-64.1% |
| Participant deferral / active EE | $2,295 | $3,175-27.7% | $5,081-54.8% | $3,470-33.8% |
| Admin fee / account holder | $1,238 | $5,596-77.9% | $13,411-90.8% | $4,888-74.7% |