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 | $33,096 | $107,015-69.1% | $73,545-55.0% | $147,584-77.6% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 16.14% | 38.25%-22.1pp | -15.16%+31.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $662 | $1,760-62.4% | $1,219-45.7% | $4,876-86.4% |
| Participant deferral / active EE | $1,540 | $2,462-37.5% | $1,806-14.7% | $5,439-71.7% |
| Admin fee / account holder | $633 | $3,055-79.3% | $2,320-72.7% | $10,885-94.2% |