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 | $15,417 | $85,202-81.9% | $172,739-91.1% | $72,985-78.9% |
| Participation rate | 68.8% | 70.1%-1.2pp | 82.6%-13.8pp | 69.5%-0.7pp |
| Annual return | 21.25% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $800 | $3,324-75.9% | $5,143-84.4% | $2,440-67.2% |
| Participant deferral / active EE | $967 | $3,260-70.3% | $5,198-81.4% | $3,607-73.2% |
| Admin fee / account holder | $1,088 | $5,884-81.5% | $13,954-92.2% | $5,124-78.8% |