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 | $34,591 | $85,202-59.4% | $172,739-80.0% | $72,985-52.6% |
| Participation rate | 65.6% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-3.9pp |
| Annual return | 20.87% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $850 | $3,324-74.4% | $5,143-83.5% | $2,440-65.2% |
| Participant deferral / active EE | $2,142 | $3,260-34.3% | $5,198-58.8% | $3,607-40.6% |
| Admin fee / account holder | $689 | $5,884-88.3% | $13,954-95.1% | $5,124-86.6% |