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 | $27,248 | $96,484-71.8% | $75,886-64.1% | $152,861-82.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 18.85% | 33.98%-15.1pp | 30.76%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $797 | $3,309-75.9% | $2,500-68.1% | $4,762-83.3% |
| Participant deferral / active EE | $1,510 | $4,553-66.8% | $3,603-58.1% | $5,850-74.2% |
| Admin fee / account holder | $10,236 | $8,078+26.7% | $5,418+88.9% | $11,596-11.7% |