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 | $28,161 | $76,000-62.9% | $154,107-81.7% | $64,186-56.1% |
| Participation rate | 60.3% | 70.4%-10.2pp | 83.0%-22.8pp | 69.6%-9.3pp |
| Annual return | 8.46% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $596 | $3,351-82.2% | $5,298-88.8% | $2,381-75.0% |
| Participant deferral / active EE | $990 | $3,175-68.8% | $5,081-80.5% | $3,470-71.5% |
| Admin fee / account holder | $1,930 | $5,596-65.5% | $13,411-85.6% | $4,888-60.5% |