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 | $27,169 | $110,502-75.4% | $80,716-66.3% | $167,490-83.8% |
| Participation rate | 46.2% | 64.0%-17.8pp | 54.2%-8.0pp | 82.1%-36.0pp |
| Annual return | 13.67% | 120.54%-106.9pp | 87.28%-73.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $461 | $1,543-70.1% | $1,160-60.2% | $4,837-90.5% |
| Participant deferral / active EE | $1,052 | $2,871-63.4% | $2,146-51.0% | $6,341-83.4% |
| Admin fee / account holder | $957 | $4,545-78.9% | $3,380-71.7% | $12,309-92.2% |