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 | $64,783 | $133,922-51.6% | $116,228-44.3% | $142,382-54.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 10.19% | 147.76%-137.6pp | 90.06%-79.9pp | 217.08%-206.9pp |
| Employer contribution / active EE | $923 | $3,446-73.2% | $2,994-69.2% | $4,299-78.5% |
| Participant deferral / active EE | $2,816 | $5,672-50.3% | $4,953-43.1% | $6,507-56.7% |
| Admin fee / account holder | $816 | $14,945-94.5% | $11,989-93.2% | $12,624-93.5% |