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 | $32,503 | $165,912-80.4% | $122,332-73.4% | $147,584-78.0% |
| Participation rate | 26.1% | 79.6%-53.5pp | 71.6%-45.5pp | 82.8%-56.7pp |
| Annual return | 13.91% | 34.55%-20.6pp | 30.27%-16.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $371 | $5,754-93.5% | $4,050-90.8% | $4,876-92.4% |
| Participant deferral / active EE | $1,451 | $4,005-63.8% | $3,287-55.8% | $5,439-73.3% |
| Admin fee / account holder | $580 | $7,424-92.2% | $5,478-89.4% | $10,885-94.7% |