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 | $38,540 | $63,346-39.2% | $92,233-58.2% | $70,131-45.0% |
| Participation rate | 38.4% | 68.7%-30.3pp | 76.5%-38.1pp | 69.5%-31.2pp |
| Annual return | 15.87% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $772 | $2,471-68.8% | $3,679-79.0% | $2,342-67.1% |
| Participant deferral / active EE | $1,689 | $2,854-40.8% | $3,897-56.7% | $3,332-49.3% |
| Admin fee / account holder | $1,535 | $3,840-60.0% | $5,194-70.5% | $4,645-67.0% |