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 | $52,700 | $112,881-53.3% | $90,951-42.1% | $158,922-66.8% |
| Participation rate | 30.4% | 74.7%-44.3pp | 69.0%-38.6pp | 82.0%-51.5pp |
| Annual return | 10.60% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $477 | $2,893-83.5% | $2,122-77.5% | $4,761-90.0% |
| Participant deferral / active EE | $2,618 | $4,128-36.6% | $3,373-22.4% | $5,982-56.2% |
| Admin fee / account holder | $9,318 | $8,041+15.9% | $5,959+56.4% | $11,246-17.1% |