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 | $41,529 | $108,642-61.8% | $74,701-44.4% | $152,861-72.8% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 13.44% | 114.06%-100.6pp | 752.92%-739.5pp | 345.32%-331.9pp |
| Employer contribution / active EE | $478 | $1,503-68.2% | $1,084-55.9% | $4,762-90.0% |
| Participant deferral / active EE | $1,714 | $2,712-36.8% | $1,964-12.7% | $5,850-70.7% |
| Admin fee / account holder | $481 | $4,902-90.2% | $3,333-85.6% | $11,596-95.9% |