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 | $29,636 | $53,516-44.6% | $126,539-76.6% | $84,808-65.1% |
| Participation rate | 39.4% | 58.2%-18.9pp | 69.8%-30.4pp | 68.3%-28.9pp |
| Annual return | 13.82% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $370 | $1,535-75.9% | $3,674-89.9% | $2,631-85.9% |
| Participant deferral / active EE | $917 | $2,671-65.7% | $4,083-77.5% | $4,212-78.2% |
| Admin fee / account holder | $3,076 | $4,497-31.6% | $6,065-49.3% | $7,344-58.1% |