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 | $62,767 | $68,547-8.4% | $120,354-47.8% | $80,856-22.4% |
| Participation rate | 25.0% | 61.6%-36.6pp | 71.9%-46.9pp | 67.6%-42.6pp |
| Annual return | 26.65% | 23.60%+3.0pp | 107.15%-80.5pp | 35.59%-8.9pp |
| Employer contribution / active EE | $807 | $2,051-60.6% | $3,463-76.7% | $2,755-70.7% |
| Participant deferral / active EE | $1,534 | $3,173-51.6% | $4,991-69.3% | $4,296-64.3% |
| Admin fee / account holder | $827 | $5,732-85.6% | $9,423-91.2% | $6,918-88.0% |