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 | $12,328 | $45,035-72.6% | $62,995-80.4% | $70,131-82.4% |
| Participation rate | 59.3% | 69.5%-10.3pp | 74.8%-15.5pp | 69.5%-10.3pp |
| Annual return | 22.13% | 18.76%+3.4pp | 87.57%-65.4pp | 73.14%-51.0pp |
| Employer contribution / active EE | $375 | $2,051-81.7% | $2,759-86.4% | $2,342-84.0% |
| Participant deferral / active EE | $1,204 | $2,465-51.1% | $3,329-63.8% | $3,332-63.9% |
| Admin fee / account holder | $520 | $2,834-81.7% | $3,600-85.6% | $4,645-88.8% |