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 | $16,866 | $45,211-62.7% | $56,429-70.1% | $70,131-76.0% |
| Participation rate | 55.9% | 73.6%-17.8pp | 80.0%-24.2pp | 69.5%-13.7pp |
| Annual return | 28.66% | 38.45%-9.8pp | 19.04%+9.6pp | 73.14%-44.5pp |
| Employer contribution / active EE | $843 | $2,737-69.2% | $3,405-75.2% | $2,342-64.0% |
| Participant deferral / active EE | $1,249 | $2,735-54.3% | $3,951-68.4% | $3,332-62.5% |
| Admin fee / account holder | $385 | $3,027-87.3% | $4,466-91.4% | $4,645-91.7% |