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 | $22,473 | $85,202-73.6% | $172,739-87.0% | $72,985-69.2% |
| Participation rate | 39.3% | 70.1%-30.8pp | 82.6%-43.4pp | 69.5%-30.2pp |
| Annual return | 22.21% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $819 | $3,324-75.4% | $5,143-84.1% | $2,440-66.4% |
| Participant deferral / active EE | $1,318 | $3,260-59.6% | $5,198-74.6% | $3,607-63.5% |
| Admin fee / account holder | $1,706 | $5,884-71.0% | $13,954-87.8% | $5,124-66.7% |