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 | $26,580 | $110,809-76.0% | $86,874-69.4% | $167,490-84.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 12.50% | 116.98%-104.5pp | 63.52%-51.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $930 | $3,244-71.3% | $2,495-62.7% | $4,837-80.8% |
| Participant deferral / active EE | $1,593 | $4,546-65.0% | $3,699-56.9% | $6,341-74.9% |
| Admin fee / account holder | $4,703 | $8,415-44.1% | $5,828-19.3% | $12,309-61.8% |