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 | $28,124 | $165,912-83.0% | $122,332-77.0% | $147,584-80.9% |
| Participation rate | 68.2% | 79.6%-11.4pp | 71.6%-3.5pp | 82.8%-14.6pp |
| Annual return | 13.65% | 34.55%-20.9pp | 30.27%-16.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $62 | $5,754-98.9% | $4,050-98.5% | $4,876-98.7% |
| Participant deferral / active EE | $1,929 | $4,005-51.8% | $3,287-41.3% | $5,439-64.5% |
| Admin fee / account holder | $846 | $7,424-88.6% | $5,478-84.5% | $10,885-92.2% |