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 | $58,836 | $48,795+20.6% | $65,493-10.2% | $84,808-30.6% |
| Participation rate | 33.8% | 67.0%-33.2pp | 73.1%-39.3pp | 68.3%-34.5pp |
| Annual return | 16.96% | 20.20%-3.2pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $342 | $1,930-82.3% | $2,574-86.7% | $2,631-87.0% |
| Participant deferral / active EE | $1,873 | $2,928-36.0% | $3,961-52.7% | $4,212-55.5% |
| Admin fee / account holder | $448 | $3,877-88.4% | $5,028-91.1% | $7,344-93.9% |