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 | $26,332 | $77,419-66.0% | $69,455-62.1% | $152,861-82.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 18.96% | 39.06%-20.1pp | 28.97%-10.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $624 | $3,315-81.2% | $2,779-77.6% | $4,762-86.9% |
| Participant deferral / active EE | $1,312 | $4,414-70.3% | $3,535-62.9% | $5,850-77.6% |
| Admin fee / account holder | $720 | $6,207-88.4% | $3,839-81.3% | $11,596-93.8% |