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 | $20,730 | $85,202-75.7% | $172,739-88.0% | $72,985-71.6% |
| Participation rate | 34.2% | 70.1%-35.9pp | 82.6%-48.4pp | 69.5%-35.3pp |
| Annual return | 27.23% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $628 | $3,324-81.1% | $5,143-87.8% | $2,440-74.3% |
| Participant deferral / active EE | $1,819 | $3,260-44.2% | $5,198-65.0% | $3,607-49.6% |
| Admin fee / account holder | $3,474 | $5,884-41.0% | $13,954-75.1% | $5,124-32.2% |