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 | $43,508 | $99,652-56.3% | $78,778-44.8% | $147,584-70.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 11.70% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $414 | $2,796-85.2% | $1,986-79.1% | $4,876-91.5% |
| Participant deferral / active EE | $828 | $3,664-77.4% | $2,958-72.0% | $5,439-84.8% |
| Admin fee / account holder | $1,691 | $7,155-76.4% | $5,134-67.1% | $10,885-84.5% |