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 | $30,972 | $165,912-81.3% | $122,332-74.7% | $147,584-79.0% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 13.89% | 34.55%-20.7pp | 30.27%-16.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $478 | $5,754-91.7% | $4,050-88.2% | $4,876-90.2% |
| Participant deferral / active EE | $4,462 | $4,005+11.4% | $3,287+35.8% | $5,439-18.0% |
| Admin fee / account holder | $27,597 | $7,424+271.7% | $5,478+403.8% | $10,885+153.5% |