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 | $54,956 | $76,000-27.7% | $154,107-64.3% | $64,186-14.4% |
| Participation rate | 37.8% | 70.4%-32.6pp | 83.0%-45.3pp | 69.6%-31.8pp |
| Annual return | 13.54% | 30.32%-16.8pp | 735.12%-721.6pp | 7.63%+5.9pp |
| Employer contribution / active EE | $425 | $3,351-87.3% | $5,298-92.0% | $2,381-82.2% |
| Participant deferral / active EE | $1,274 | $3,175-59.9% | $5,081-74.9% | $3,470-63.3% |
| Admin fee / account holder | $2,748 | $5,596-50.9% | $13,411-79.5% | $4,888-43.8% |