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 | $49,599 | $107,015-53.7% | $73,545-32.6% | $147,584-66.4% |
| Participation rate | 40.9% | 66.4%-25.5pp | 54.9%-14.0pp | 82.8%-41.9pp |
| Annual return | 14.02% | 38.25%-24.2pp | -15.16%+29.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $246 | $1,760-86.0% | $1,219-79.8% | $4,876-95.0% |
| Participant deferral / active EE | $1,589 | $2,462-35.5% | $1,806-12.0% | $5,439-70.8% |
| Admin fee / account holder | $816 | $3,055-73.3% | $2,320-64.8% | $10,885-92.5% |