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 | $70,875 | $101,069-29.9% | $81,478-13.0% | $147,584-52.0% |
| Participation rate | 52.6% | 74.5%-21.8pp | 68.0%-15.3pp | 82.8%-30.2pp |
| Annual return | 14.55% | 32.40%-17.9pp | 38.78%-24.2pp | 578.55%-564.0pp |
| Employer contribution / active EE | $302 | $3,205-90.6% | $2,568-88.2% | $4,876-93.8% |
| Participant deferral / active EE | $1,266 | $4,242-70.2% | $3,537-64.2% | $5,439-76.7% |
| Admin fee / account holder | $423 | $5,812-92.7% | $4,561-90.7% | $10,885-96.1% |