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 | $26,671 | $44,960-40.7% | $84,966-68.6% | $74,495-64.2% |
| Participation rate | 62.5% | 49.4%+13.1pp | 67.5%-5.0pp | 67.2%-4.7pp |
| Annual return | 13.41% | 26.24%-12.8pp | 66.38%-53.0pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $450 | $1,457-69.1% | $2,727-83.5% | $2,623-82.8% |
| Participant deferral / active EE | $2,107 | $2,731-22.9% | $4,519-53.4% | $4,346-51.5% |
| Admin fee / account holder | $434 | $2,209-80.3% | $6,149-92.9% | $1,942-77.6% |