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 | $68,271 | $104,251-34.5% | $91,001-25.0% | $147,584-53.7% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.6%-33.5pp | 82.8%-40.7pp |
| Annual return | 10.86% | 27.06%-16.2pp | 4.60%+6.3pp | 578.55%-567.7pp |
| Employer contribution / active EE | $525 | $3,116-83.1% | $2,456-78.6% | $4,876-89.2% |
| Participant deferral / active EE | $1,349 | $4,195-67.8% | $3,547-62.0% | $5,439-75.2% |
| Admin fee / account holder | $46,794 | $8,948+423.0% | $5,417+763.8% | $10,885+329.9% |