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 | $30,818 | $61,272-49.7% | $149,673-79.4% | $71,457-56.9% |
| Participation rate | 41.4% | 62.5%-21.1pp | 78.8%-37.3pp | 67.9%-26.5pp |
| Annual return | 37.22% | 35.85%+1.4pp | 134.42%-97.2pp | 28.85%+8.4pp |
| Employer contribution / active EE | $611 | $2,378-74.3% | $4,818-87.3% | $2,588-76.4% |
| Participant deferral / active EE | $2,307 | $2,917-20.9% | $5,680-59.4% | $4,289-46.2% |
| Admin fee / account holder | $434 | $1,261-65.6% | $13,210-96.7% | $1,587-72.7% |