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 | $14,301 | $55,453-74.2% | $170,442-91.6% | $62,292-77.0% |
| Participation rate | 67.9% | 66.4%+1.5pp | 83.6%-15.7pp | 69.5%-1.6pp |
| Annual return | 13.24% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $525 | $2,164-75.7% | $5,433-90.3% | $2,042-74.3% |
| Participant deferral / active EE | $1,375 | $2,303-40.3% | $4,939-72.2% | $3,169-56.6% |
| Admin fee / account holder | $1,109 | $455+143.6% | $13,880-92.0% | $479+131.3% |