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 | $34,792 | $85,202-59.2% | $172,739-79.9% | $72,985-52.3% |
| Participation rate | 63.9% | 70.1%-6.2pp | 82.6%-18.8pp | 69.5%-5.6pp |
| Annual return | 22.27% | 27.32%-5.0pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $945 | $3,324-71.6% | $5,143-81.6% | $2,440-61.3% |
| Participant deferral / active EE | $2,875 | $3,260-11.8% | $5,198-44.7% | $3,607-20.3% |
| Admin fee / account holder | $7,890 | $5,884+34.1% | $13,954-43.5% | $5,124+54.0% |