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 | $12,135 | $107,015-88.7% | $73,545-83.5% | $147,584-91.8% |
| Participation rate | 58.3% | 66.4%-8.0pp | 54.9%+3.4pp | 82.8%-24.5pp |
| Annual return | 15.57% | 38.25%-22.7pp | -15.16%+30.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $895 | $1,760-49.2% | $1,219-26.6% | $4,876-81.6% |
| Participant deferral / active EE | $2,171 | $2,462-11.8% | $1,806+20.2% | $5,439-60.1% |
| Admin fee / account holder | $1,891 | $3,055-38.1% | $2,320-18.5% | $10,885-82.6% |