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 | $28,764 | $63,346-54.6% | $92,233-68.8% | $70,131-59.0% |
| Participation rate | 45.3% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.2pp |
| Annual return | 13.90% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $814 | $2,471-67.1% | $3,679-77.9% | $2,342-65.3% |
| Participant deferral / active EE | $1,392 | $2,854-51.2% | $3,897-64.3% | $3,332-58.2% |
| Admin fee / account holder | $322 | $3,840-91.6% | $5,194-93.8% | $4,645-93.1% |