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 | $65,565 | $107,015-38.7% | $73,545-10.9% | $147,584-55.6% |
| Participation rate | 11.8% | 66.4%-54.6pp | 54.9%-43.2pp | 82.8%-71.1pp |
| Annual return | 21.04% | 38.25%-17.2pp | -15.16%+36.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $760 | $1,760-56.8% | $1,219-37.7% | $4,876-84.4% |
| Participant deferral / active EE | $1,765 | $2,462-28.3% | $1,806-2.3% | $5,439-67.6% |
| Admin fee / account holder | $447 | $3,055-85.4% | $2,320-80.8% | $10,885-95.9% |