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 | $18,429 | $76,000-75.8% | $154,107-88.0% | $64,186-71.3% |
| Participation rate | 69.0% | 70.4%-1.4pp | 83.0%-14.0pp | 69.6%-0.5pp |
| Annual return | 8.55% | 30.32%-21.8pp | 735.12%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $673 | $3,351-79.9% | $5,298-87.3% | $2,381-71.7% |
| Participant deferral / active EE | $1,646 | $3,175-48.2% | $5,081-67.6% | $3,470-52.6% |
| Admin fee / account holder | $4,672 | $5,596-16.5% | $13,411-65.2% | $4,888-4.4% |