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 | $52,153 | $104,974-50.3% | $95,585-45.4% | $142,382-63.4% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 10.27% | 210.33%-200.1pp | 38.56%-28.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $759 | $2,779-72.7% | $2,527-70.0% | $4,299-82.3% |
| Participant deferral / active EE | $759 | $4,352-82.6% | $4,023-81.1% | $6,507-88.3% |
| Admin fee / account holder | $516 | $6,386-91.9% | $6,127-91.6% | $12,624-95.9% |