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 | $35,485 | $70,428-49.6% | $96,562-63.3% | $85,850-58.7% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 13.26% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $929 | $1,413-34.3% | $2,356-60.6% | $2,565-63.8% |
| Participant deferral / active EE | $2,564 | $2,894-11.4% | $3,849-33.4% | $3,952-35.1% |
| Admin fee / account holder | $559 | $4,997-88.8% | $6,181-91.0% | $6,260-91.1% |