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 | $27,391 | $77,419-64.6% | $69,455-60.6% | $152,861-82.1% |
| Participation rate | 54.5% | 78.1%-23.6pp | 74.6%-20.1pp | 82.4%-27.9pp |
| Annual return | 20.06% | 39.06%-19.0pp | 28.97%-8.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $534 | $3,315-83.9% | $2,779-80.8% | $4,762-88.8% |
| Participant deferral / active EE | $1,605 | $4,414-63.6% | $3,535-54.6% | $5,850-72.6% |
| Admin fee / account holder | $868 | $6,207-86.0% | $3,839-77.4% | $11,596-92.5% |