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 | $13,781 | $34,308-59.8% | $74,701-81.6% | $72,985-81.1% |
| Participation rate | 30.2% | 42.4%-12.2pp | 54.5%-24.3pp | 69.5%-39.3pp |
| Annual return | 21.32% | 26.58%-5.3pp | 752.92%-731.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $794 | $692+14.9% | $1,084-26.7% | $2,440-67.4% |
| Participant deferral / active EE | $1,171 | $1,271-7.9% | $1,964-40.3% | $3,607-67.5% |
| Admin fee / account holder | $694 | $2,124-67.3% | $3,333-79.2% | $5,124-86.5% |