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 | $22,148 | $53,127-58.3% | $86,590-74.4% | $70,131-68.4% |
| Participation rate | 69.1% | 65.3%+3.8pp | 73.5%-4.5pp | 69.5%-0.5pp |
| Annual return | 12.90% | 27.66%-14.8pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $786 | $2,068-62.0% | $2,839-72.3% | $2,342-66.4% |
| Participant deferral / active EE | $1,413 | $2,696-47.6% | $3,609-60.8% | $3,332-57.6% |
| Admin fee / account holder | $1,669 | $3,585-53.5% | $4,906-66.0% | $4,645-64.1% |