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 | $31,476 | $95,416-67.0% | $185,823-83.1% | $85,850-63.3% |
| Participation rate | 38.2% | 68.8%-30.6pp | 81.7%-43.5pp | 69.3%-31.1pp |
| Annual return | 29.87% | 23.59%+6.3pp | 122.05%-92.2pp | 318.53%-288.7pp |
| Employer contribution / active EE | $466 | $3,314-85.9% | $5,167-91.0% | $2,565-81.8% |
| Participant deferral / active EE | $1,146 | $3,423-66.5% | $5,568-79.4% | $3,952-71.0% |
| Admin fee / account holder | $1,164 | $7,213-83.9% | $16,237-92.8% | $6,260-81.4% |