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 | $30,500 | $63,861-52.2% | $104,607-70.8% | $79,858-61.8% |
| Participation rate | 47.3% | 64.9%-17.6pp | 74.1%-26.8pp | 69.6%-22.4pp |
| Annual return | 13.68% | 21.30%-7.6pp | 340.46%-326.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $304 | $1,588-80.9% | $2,681-88.7% | $2,471-87.7% |
| Participant deferral / active EE | $1,363 | $2,693-49.4% | $3,740-63.6% | $3,740-63.6% |
| Admin fee / account holder | $1,565 | $4,185-62.6% | $6,473-75.8% | $5,306-70.5% |