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 | $24,676 | $56,317-56.2% | $71,209-65.3% | $74,304-66.8% |
| Participation rate | 53.0% | 55.1%-2.1pp | 73.8%-20.8pp | 60.3%-7.3pp |
| Annual return | 17.31% | 42.83%-25.5pp | 282.51%-265.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $402 | $2,160-81.4% | $2,721-85.2% | $2,241-82.1% |
| Participant deferral / active EE | $700 | $2,788-74.9% | $4,175-83.2% | $3,767-81.4% |
| Admin fee / account holder | $406 | $2,290-82.3% | $5,349-92.4% | $2,969-86.3% |