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 | $49,875 | $99,652-50.0% | $78,778-36.7% | $147,584-66.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 10.98% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $363 | $2,796-87.0% | $1,986-81.7% | $4,876-92.6% |
| Participant deferral / active EE | $1,775 | $3,664-51.6% | $2,958-40.0% | $5,439-67.4% |
| Admin fee / account holder | $4,366 | $7,155-39.0% | $5,134-15.0% | $10,885-59.9% |