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 | $26,346 | $98,750-73.3% | $149,696-82.4% | $79,858-67.0% |
| Participation rate | 59.5% | 75.8%-16.2pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 21.72% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $935 | $3,216-70.9% | $4,644-79.9% | $2,471-62.1% |
| Participant deferral / active EE | $2,958 | $5,680-47.9% | $6,842-56.8% | $3,740-20.9% |
| Admin fee / account holder | $641 | $6,053-89.4% | $9,309-93.1% | $5,306-87.9% |