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 | $17,243 | $91,190-81.1% | $178,490-90.3% | $79,858-78.4% |
| Participation rate | 41.2% | 69.2%-28.0pp | 81.9%-40.7pp | 69.6%-28.5pp |
| Annual return | 35.51% | 24.19%+11.3pp | 151.07%-115.6pp | 31.71%+3.8pp |
| Employer contribution / active EE | $898 | $3,256-72.4% | $5,011-82.1% | $2,471-63.6% |
| Participant deferral / active EE | $1,110 | $3,236-65.7% | $5,202-78.7% | $3,740-70.3% |
| Admin fee / account holder | $1,178 | $6,751-82.5% | $13,984-91.6% | $5,306-77.8% |