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 | $52,972 | $112,881-53.1% | $90,951-41.8% | $158,922-66.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 17.13% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $547 | $2,893-81.1% | $2,122-74.2% | $4,761-88.5% |
| Participant deferral / active EE | $1,466 | $4,128-64.5% | $3,373-56.5% | $5,982-75.5% |
| Admin fee / account holder | $487 | $8,041-93.9% | $5,959-91.8% | $11,246-95.7% |