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 | $43,448 | $58,512-25.7% | $84,015-48.3% | $72,985-40.5% |
| Participation rate | 38.2% | 61.2%-23.0pp | 69.0%-30.8pp | 69.5%-31.3pp |
| Annual return | 23.07% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $1,983-83.1% | $2,440-86.3% |
| Participant deferral / active EE | $1,366 | $2,394-42.9% | $3,239-57.8% | $3,607-62.1% |
| Admin fee / account holder | $430 | $4,569-90.6% | $6,101-92.9% | $5,124-91.6% |