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 | $30,578 | $104,251-70.7% | $91,001-66.4% | $147,584-79.3% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 17.81% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,430 | $3,116-54.1% | $2,456-41.8% | $4,876-70.7% |
| Participant deferral / active EE | $1,940 | $4,195-53.8% | $3,547-45.3% | $5,439-64.3% |
| Admin fee / account holder | $3,783 | $8,948-57.7% | $5,417-30.2% | $10,885-65.2% |