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 | $55,721 | $85,202-34.6% | $172,739-67.7% | $72,985-23.7% |
| Participation rate | 64.7% | 70.1%-5.4pp | 82.6%-17.9pp | 69.5%-4.8pp |
| Annual return | 24.73% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $932 | $3,324-72.0% | $5,143-81.9% | $2,440-61.8% |
| Participant deferral / active EE | $2,567 | $3,260-21.3% | $5,198-50.6% | $3,607-28.9% |
| Admin fee / account holder | $818 | $5,884-86.1% | $13,954-94.1% | $5,124-84.0% |