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 | $26,781 | $99,652-73.1% | $78,778-66.0% | $147,584-81.9% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 21.53% | 47.28%-25.8pp | 35.62%-14.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $941 | $2,796-66.4% | $1,986-52.6% | $4,876-80.7% |
| Participant deferral / active EE | $2,829 | $3,664-22.8% | $2,958-4.4% | $5,439-48.0% |
| Admin fee / account holder | $852 | $7,155-88.1% | $5,134-83.4% | $10,885-92.2% |