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 | $23,108 | $53,127-56.5% | $86,590-73.3% | $70,131-67.0% |
| Participation rate | 51.4% | 65.3%-14.0pp | 73.5%-22.2pp | 69.5%-18.2pp |
| Annual return | 22.07% | 27.66%-5.6pp | 964.84%-942.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $973 | $2,068-53.0% | $2,839-65.7% | $2,342-58.5% |
| Participant deferral / active EE | $4,434 | $2,696+64.5% | $3,609+22.9% | $3,332+33.1% |
| Admin fee / account holder | $390 | $3,585-89.1% | $4,906-92.1% | $4,645-91.6% |