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 | $63,762 | $85,202-25.2% | $172,739-63.1% | $72,985-12.6% |
| Participation rate | 65.8% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.7pp |
| Annual return | 23.04% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $705 | $3,324-78.8% | $5,143-86.3% | $2,440-71.1% |
| Participant deferral / active EE | $1,856 | $3,260-43.1% | $5,198-64.3% | $3,607-48.6% |
| Admin fee / account holder | $617 | $5,884-89.5% | $13,954-95.6% | $5,124-88.0% |