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 | $32,914 | $64,839-49.2% | $95,585-65.6% | $84,808-61.2% |
| Participation rate | 20.9% | 63.8%-42.9pp | 72.1%-51.1pp | 68.3%-47.4pp |
| Annual return | 14.45% | -670.96%+685.4pp | 38.56%-24.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $569 | $1,759-67.6% | $2,527-77.5% | $2,631-78.4% |
| Participant deferral / active EE | $1,218 | $2,965-58.9% | $4,023-69.7% | $4,212-71.1% |
| Admin fee / account holder | $3,565 | $5,964-40.2% | $6,127-41.8% | $7,344-51.5% |