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 | $27,366 | $53,127-48.5% | $86,590-68.4% | $70,131-61.0% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 16.98% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,096 | $2,068-47.0% | $2,839-61.4% | $2,342-53.2% |
| Participant deferral / active EE | $1,781 | $2,696-33.9% | $3,609-50.6% | $3,332-46.5% |
| Admin fee / account holder | $9,481 | $3,585+164.4% | $4,906+93.3% | $4,645+104.1% |