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 | $27,821 | $48,230-42.3% | $67,502-58.8% | $80,856-65.6% |
| Participation rate | 57.1% | 66.4%-9.2pp | 72.9%-15.7pp | 67.6%-10.5pp |
| Annual return | 14.78% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $486 | $2,020-75.9% | $2,731-82.2% | $2,755-82.4% |
| Participant deferral / active EE | $1,319 | $2,924-54.9% | $4,000-67.0% | $4,296-69.3% |
| Admin fee / account holder | $1,823 | $3,681-50.5% | $3,998-54.4% | $6,918-73.7% |