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 | $52,537 | $35,183+49.3% | $73,545-28.6% | $70,131-25.1% |
| Participation rate | 18.6% | 42.9%-24.3pp | 54.9%-36.3pp | 69.5%-50.9pp |
| Annual return | 16.98% | 26.90%-9.9pp | -15.16%+32.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $493 | $1,220-59.6% | $1,806-72.7% | $3,332-85.2% |
| Admin fee / account holder | $646 | $2,302-71.9% | $2,320-72.1% | $4,645-86.1% |