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 | $51,659 | $113,339-54.4% | $94,993-45.6% | $147,584-65.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 14.62% | 20.77%-6.1pp | 27.12%-12.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $104 | $3,160-96.7% | $2,603-96.0% | $4,876-97.9% |
| Participant deferral / active EE | $2,279 | $3,777-39.7% | $3,317-31.3% | $5,439-58.1% |
| Admin fee / account holder | $9,607 | $6,063+58.5% | $4,960+93.7% | $10,885-11.7% |