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 5-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 | $65,999 | $95,561-30.9% | $77,163-14.5% | $139,434-52.7% |
| Participation rate | 16.7% | 73.9%-57.3pp | 69.6%-52.9pp | 80.3%-63.7pp |
| Annual return | 20.86% | 54.92%-34.1pp | 37.87%-17.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $643 | $3,147-79.6% | $2,535-74.7% | $4,751-86.5% |
| Participant deferral / active EE | $1,490 | $4,624-67.8% | $3,833-61.1% | $6,710-77.8% |
| Admin fee / account holder | $2,453 | $8,295-70.4% | $5,472-55.2% | $11,403-78.5% |