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 | $20,152 | $46,869-57.0% | $122,332-83.5% | $70,131-71.3% |
| Participation rate | 33.3% | 58.2%-24.9pp | 71.6%-38.3pp | 69.5%-36.2pp |
| Annual return | 34.53% | 24.22%+10.3pp | 30.27%+4.3pp | 73.14%-38.6pp |
| Employer contribution / active EE | $369 | $1,288-71.3% | $4,050-90.9% | $2,342-84.2% |
| Participant deferral / active EE | $904 | $2,166-58.3% | $3,287-72.5% | $3,332-72.9% |
| Admin fee / account holder | $567 | $3,322-82.9% | $5,478-89.7% | $4,645-87.8% |