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 | $28,012 | $63,346-55.8% | $92,233-69.6% | $70,131-60.1% |
| Participation rate | 39.0% | 68.7%-29.6pp | 76.5%-37.5pp | 69.5%-30.5pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $636 | $2,471-74.3% | $3,679-82.7% | $2,342-72.8% |
| Participant deferral / active EE | $1,656 | $2,854-42.0% | $3,897-57.5% | $3,332-50.3% |
| Admin fee / account holder | $720 | $3,840-81.3% | $5,194-86.1% | $4,645-84.5% |