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 | $25,736 | $107,334-76.0% | $92,893-72.3% | $152,861-83.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 33.22% | 145.58%-112.4pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $907 | $4,221-78.5% | $3,653-75.2% | $4,762-81.0% |
| Participant deferral / active EE | $1,489 | $4,845-69.3% | $4,236-64.9% | $5,850-74.6% |
| Admin fee / account holder | $1,659 | $7,079-76.6% | $5,794-71.4% | $11,596-85.7% |