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 | $24,511 | $107,015-77.1% | $73,545-66.7% | $147,584-83.4% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 22.84% | 38.25%-15.4pp | -15.16%+38.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $857 | $1,760-51.3% | $1,219-29.7% | $4,876-82.4% |
| Participant deferral / active EE | $2,295 | $2,462-6.8% | $1,806+27.1% | $5,439-57.8% |
| Admin fee / account holder | $395 | $3,055-87.1% | $2,320-83.0% | $10,885-96.4% |