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 | $30,513 | $91,190-66.5% | $178,490-82.9% | $79,858-61.8% |
| Participation rate | 65.9% | 69.2%-3.3pp | 81.9%-16.1pp | 69.6%-3.8pp |
| Annual return | 10.79% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $897 | $3,256-72.4% | $5,011-82.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,115 | $3,236-34.7% | $5,202-59.3% | $3,740-43.5% |
| Admin fee / account holder | $5,472 | $6,751-19.0% | $13,984-60.9% | $5,306+3.1% |