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 | $34,769 | $85,202-59.2% | $172,739-79.9% | $72,985-52.4% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 19.70% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $796 | $3,324-76.1% | $5,143-84.5% | $2,440-67.4% |
| Participant deferral / active EE | $2,444 | $3,260-25.0% | $5,198-53.0% | $3,607-32.3% |
| Admin fee / account holder | $9,642 | $5,884+63.9% | $13,954-30.9% | $5,124+88.2% |