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 | $28,314 | $48,230-41.3% | $67,502-58.1% | $80,856-65.0% |
| Participation rate | 46.6% | 66.4%-19.8pp | 72.9%-26.3pp | 67.6%-21.0pp |
| Annual return | 18.37% | 18.28%+0.1pp | 3512.12%-3493.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $544 | $2,020-73.1% | $2,731-80.1% | $2,755-80.3% |
| Participant deferral / active EE | $964 | $2,924-67.0% | $4,000-75.9% | $4,296-77.6% |
| Admin fee / account holder | $1,162 | $3,681-68.4% | $3,998-70.9% | $6,918-83.2% |