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 | $24,201 | $104,907-76.9% | $84,611-71.4% | $152,861-84.2% |
| Participation rate | 58.3% | 74.8%-16.5pp | 68.2%-9.9pp | 82.4%-24.1pp |
| Annual return | 13.39% | 373.79%-360.4pp | 258.74%-245.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $712 | $3,302-78.4% | $2,652-73.1% | $4,762-85.0% |
| Participant deferral / active EE | $1,732 | $4,688-63.1% | $3,899-55.6% | $5,850-70.4% |
| Admin fee / account holder | $4,648 | $6,241-25.5% | $4,912-5.4% | $11,596-59.9% |