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 | $34,084 | $78,705-56.7% | $117,854-71.1% | $70,131-51.4% |
| Participation rate | 63.3% | 73.2%-9.9pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 20.79% | 23.30%-2.5pp | 335.08%-314.3pp | 73.14%-52.3pp |
| Employer contribution / active EE | $739 | $2,223-66.7% | $3,786-80.5% | $2,342-68.4% |
| Participant deferral / active EE | $2,717 | $3,297-17.6% | $4,482-39.4% | $3,332-18.4% |
| Admin fee / account holder | $1,135 | $5,065-77.6% | $8,020-85.8% | $4,645-75.6% |