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 | $18,200 | $60,124-69.7% | $90,404-79.9% | $79,858-77.2% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 18.41% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $582 | $2,068-71.9% | $3,262-82.2% | $2,471-76.5% |
| Participant deferral / active EE | $1,988 | $2,938-32.3% | $3,963-49.8% | $3,740-46.8% |
| Admin fee / account holder | $4,975 | $3,976+25.1% | $5,611-11.3% | $5,306-6.2% |