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 | $25,633 | $63,346-59.5% | $92,233-72.2% | $70,131-63.4% |
| Participation rate | 35.3% | 68.7%-33.4pp | 76.5%-41.2pp | 69.5%-34.2pp |
| Annual return | 16.97% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,679-79.9% | $2,342-68.4% |
| Participant deferral / active EE | $1,802 | $2,854-36.8% | $3,897-53.8% | $3,332-45.9% |
| Admin fee / account holder | $338 | $3,840-91.2% | $5,194-93.5% | $4,645-92.7% |