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 | $15,417 | $27,839-44.6% | $58,482-73.6% | $71,457-78.4% |
| Participation rate | 56.5% | 34.5%+21.9pp | 50.9%+5.6pp | 67.9%-11.4pp |
| Annual return | 18.02% | 26.81%-8.8pp | 4239.32%-4221.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $629 | $631-0.3% | $1,053-40.3% | $2,588-75.7% |
| Participant deferral / active EE | $683 | $1,206-43.4% | $1,924-64.5% | $4,289-84.1% |
| Admin fee / account holder | $784 | $1,641-52.2% | $2,516-68.9% | $1,587-50.6% |