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 | $17,890 | $46,869-61.8% | $122,332-85.4% | $70,131-74.5% |
| Participation rate | 67.5% | 58.2%+9.3pp | 71.6%-4.2pp | 69.5%-2.1pp |
| Annual return | 15.45% | 24.22%-8.8pp | 30.27%-14.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $571 | $1,288-55.7% | $4,050-85.9% | $2,342-75.6% |
| Participant deferral / active EE | $996 | $2,166-54.0% | $3,287-69.7% | $3,332-70.1% |
| Admin fee / account holder | $2,458 | $3,322-26.0% | $5,478-55.1% | $4,645-47.1% |