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 | $27,708 | $85,202-67.5% | $172,739-84.0% | $72,985-62.0% |
| Participation rate | 68.3% | 70.1%-1.8pp | 82.6%-14.4pp | 69.5%-1.2pp |
| Annual return | 22.92% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $712 | $3,324-78.6% | $5,143-86.2% | $2,440-70.8% |
| Participant deferral / active EE | $2,445 | $3,260-25.0% | $5,198-53.0% | $3,607-32.2% |
| Admin fee / account holder | $13,944 | $5,884+137.0% | $13,954-0.1% | $5,124+172.1% |