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 | $18,339 | $85,202-78.5% | $172,739-89.4% | $72,985-74.9% |
| Participation rate | 57.1% | 70.1%-12.9pp | 82.6%-25.5pp | 69.5%-12.3pp |
| Annual return | 20.70% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $711 | $3,324-78.6% | $5,143-86.2% | $2,440-70.9% |
| Participant deferral / active EE | $1,757 | $3,260-46.1% | $5,198-66.2% | $3,607-51.3% |
| Admin fee / account holder | $2,382 | $5,884-59.5% | $13,954-82.9% | $5,124-53.5% |