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 | $65,711 | $99,652-34.1% | $78,778-16.6% | $147,584-55.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 18.82% | 47.28%-28.5pp | 35.62%-16.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $425 | $2,796-84.8% | $1,986-78.6% | $4,876-91.3% |
| Participant deferral / active EE | $2,663 | $3,664-27.3% | $2,958-10.0% | $5,439-51.0% |
| Admin fee / account holder | $8,412 | $7,155+17.6% | $5,134+63.9% | $10,885-22.7% |