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 | $30,775 | $117,983-73.9% | $101,794-69.8% | $142,382-78.4% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 13.66% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $746 | $2,773-73.1% | $2,289-67.4% | $4,299-82.7% |
| Participant deferral / active EE | $1,869 | $4,714-60.3% | $4,084-54.2% | $6,507-71.3% |
| Admin fee / account holder | $359 | $10,433-96.6% | $8,777-95.9% | $12,624-97.2% |