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 | $17,131 | $85,202-79.9% | $172,739-90.1% | $72,985-76.5% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.6%-12.9pp | 69.5%+0.2pp |
| Annual return | 29.73% | 27.32%+2.4pp | 802.84%-773.1pp | 81.00%-51.3pp |
| Employer contribution / active EE | $974 | $3,324-70.7% | $5,143-81.1% | $2,440-60.1% |
| Participant deferral / active EE | $1,388 | $3,260-57.4% | $5,198-73.3% | $3,607-61.5% |
| Admin fee / account holder | $2,590 | $5,884-56.0% | $13,954-81.4% | $5,124-49.5% |