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 | $69,297 | $118,849-41.7% | $96,562-28.2% | $167,490-58.6% |
| Participation rate | 43.8% | 75.5%-31.7pp | 69.8%-26.1pp | 82.1%-38.4pp |
| Annual return | 13.94% | 50.49%-36.5pp | 37.78%-23.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $912 | $3,120-70.8% | $2,356-61.3% | $4,837-81.2% |
| Participant deferral / active EE | $2,181 | $4,616-52.8% | $3,849-43.3% | $6,341-65.6% |
| Admin fee / account holder | $434 | $8,065-94.6% | $6,181-93.0% | $12,309-96.5% |