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 | $40,693 | $108,172-62.4% | $77,482-47.5% | $158,922-74.4% |
| Participation rate | 21.1% | 64.4%-43.4pp | 54.2%-33.1pp | 82.0%-60.9pp |
| Annual return | 16.39% | 31.67%-15.3pp | 54.79%-38.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $81 | $1,325-93.9% | $986-91.7% | $4,761-98.3% |
| Participant deferral / active EE | $191 | $2,456-92.2% | $1,861-89.7% | $5,982-96.8% |
| Admin fee / account holder | $7,418 | $3,708+100.1% | $2,858+159.6% | $11,246-34.0% |