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 | $28,642 | $32,425-11.7% | $74,583-61.6% | $55,167-48.1% |
| Participation rate | 39.2% | 54.0%-14.8pp | 68.1%-28.9pp | 69.0%-29.8pp |
| Annual return | 13.60% | 10.63%+3.0pp | 20.47%-6.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $498 | $1,043-52.2% | $2,525-80.3% | $1,963-74.6% |
| Participant deferral / active EE | $867 | $1,995-56.6% | $3,458-74.9% | $3,054-71.6% |
| Admin fee / account holder | $6,152 | $748+722.0% | $4,138+48.7% | $504+1120.9% |