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 | $19,803 | $56,972-65.2% | $182,532-89.2% | $65,185-69.6% |
| Participation rate | 36.6% | 66.5%-29.9pp | 78.0%-41.3pp | 70.2%-33.6pp |
| Annual return | 47.57% | 27.67%+19.9pp | 148.54%-101.0pp | 29.38%+18.2pp |
| Employer contribution / active EE | $703 | $1,615-56.5% | $4,076-82.8% | $2,177-67.7% |
| Participant deferral / active EE | $1,637 | $3,526-53.6% | $5,524-70.4% | $3,514-53.4% |
| Admin fee / account holder | $1,136 | $528+115.2% | $8,592-86.8% | $847+34.1% |