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 | $40,005 | $50,082-20.1% | $93,406-57.2% | $79,858-49.9% |
| Participation rate | 31.7% | 60.9%-29.2pp | 66.8%-35.1pp | 69.6%-37.9pp |
| Annual return | 24.85% | 24.59%+0.3pp | 78.05%-53.2pp | 31.71%-6.9pp |
| Employer contribution / active EE | $547 | $1,303-58.0% | $2,075-73.7% | $2,471-77.9% |
| Participant deferral / active EE | $1,767 | $2,212-20.1% | $3,126-43.5% | $3,740-52.8% |
| Admin fee / account holder | $463 | $3,454-86.6% | $5,230-91.1% | $5,306-91.3% |