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 | $15,251 | $53,127-71.3% | $86,590-82.4% | $70,131-78.3% |
| Participation rate | 67.6% | 65.3%+2.3pp | 73.5%-5.9pp | 69.5%-1.9pp |
| Annual return | 13.59% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $706 | $2,068-65.8% | $2,839-75.1% | $2,342-69.8% |
| Participant deferral / active EE | $820 | $2,696-69.6% | $3,609-77.3% | $3,332-75.4% |
| Admin fee / account holder | $1,060 | $3,585-70.4% | $4,906-78.4% | $4,645-77.2% |