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 | $21,394 | $85,202-74.9% | $172,739-87.6% | $72,985-70.7% |
| Participation rate | 19.2% | 70.1%-50.8pp | 82.6%-63.4pp | 69.5%-50.3pp |
| Annual return | 27.77% | 27.32%+0.4pp | 802.84%-775.1pp | 81.00%-53.2pp |
| Employer contribution / active EE | $604 | $3,324-81.8% | $5,143-88.2% | $2,440-75.2% |
| Participant deferral / active EE | $1,140 | $3,260-65.0% | $5,198-78.1% | $3,607-68.4% |
| Admin fee / account holder | $448 | $5,884-92.4% | $13,954-96.8% | $5,124-91.3% |