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 | $27,213 | $99,652-72.7% | $78,778-65.5% | $147,584-81.6% |
| Participation rate | 39.1% | 76.2%-37.1pp | 69.2%-30.1pp | 82.8%-43.7pp |
| Annual return | 21.41% | 47.28%-25.9pp | 35.62%-14.2pp | 578.55%-557.1pp |
| Employer contribution / active EE | $677 | $2,796-75.8% | $1,986-65.9% | $4,876-86.1% |
| Participant deferral / active EE | $1,061 | $3,664-71.0% | $2,958-64.1% | $5,439-80.5% |
| Admin fee / account holder | $766 | $7,155-89.3% | $5,134-85.1% | $10,885-93.0% |