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 | $36,290 | $91,552-60.4% | $133,956-72.9% | $79,858-54.6% |
| Participation rate | 28.8% | 73.3%-44.6pp | 79.8%-51.1pp | 69.6%-40.9pp |
| Annual return | 30.59% | 61.85%-31.3pp | 45.09%-14.5pp | 31.71%-1.1pp |
| Employer contribution / active EE | $965 | $2,384-59.5% | $3,919-75.4% | $2,471-60.9% |
| Participant deferral / active EE | $1,780 | $3,733-52.3% | $5,048-64.7% | $3,740-52.4% |
| Admin fee / account holder | $467 | $6,321-92.6% | $8,927-94.8% | $5,306-91.2% |