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 | $51,039 | $99,652-48.8% | $78,778-35.2% | $147,584-65.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 22.91% | 47.28%-24.4pp | 35.62%-12.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $759 | $2,796-72.8% | $1,986-61.8% | $4,876-84.4% |
| Participant deferral / active EE | $1,007 | $3,664-72.5% | $2,958-66.0% | $5,439-81.5% |
| Admin fee / account holder | $2,214 | $7,155-69.1% | $5,134-56.9% | $10,885-79.7% |