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 | $36,362 | $61,272-40.7% | $149,673-75.7% | $71,457-49.1% |
| Participation rate | 32.7% | 62.5%-29.8pp | 78.8%-46.0pp | 67.9%-35.2pp |
| Annual return | 37.05% | 35.85%+1.2pp | 134.42%-97.4pp | 28.85%+8.2pp |
| Employer contribution / active EE | $713 | $2,378-70.0% | $4,818-85.2% | $2,588-72.4% |
| Participant deferral / active EE | $992 | $2,917-66.0% | $5,680-82.5% | $4,289-76.9% |
| Admin fee / account holder | $578 | $1,261-54.2% | $13,210-95.6% | $1,587-63.6% |