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 | $28,203 | $107,015-73.6% | $73,545-61.7% | $147,584-80.9% |
| Participation rate | 29.4% | 66.4%-37.0pp | 54.9%-25.5pp | 82.8%-53.4pp |
| Annual return | 16.91% | 38.25%-21.3pp | -15.16%+32.1pp | 578.55%-561.6pp |
| Employer contribution / active EE | $735 | $1,760-58.3% | $1,219-39.7% | $4,876-84.9% |
| Participant deferral / active EE | $1,654 | $2,462-32.8% | $1,806-8.4% | $5,439-69.6% |
| Admin fee / account holder | $4,280 | $3,055+40.1% | $2,320+84.5% | $10,885-60.7% |