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 | $29,584 | $71,050-58.4% | $93,606-68.4% | $80,856-63.4% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 15.03% | 11.26%+3.8pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $892 | $1,564-42.9% | $2,420-63.1% | $2,755-67.6% |
| Participant deferral / active EE | $2,110 | $4,034-47.7% | $4,411-52.2% | $4,296-50.9% |
| Admin fee / account holder | $2,063 | $6,945-70.3% | $8,285-75.1% | $6,918-70.2% |