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 | $50,219 | $104,907-52.1% | $84,611-40.6% | $152,861-67.1% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.4%-51.2pp |
| Annual return | 19.68% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $449 | $3,302-86.4% | $2,652-83.1% | $4,762-90.6% |
| Participant deferral / active EE | $1,522 | $4,688-67.5% | $3,899-61.0% | $5,850-74.0% |
| Admin fee / account holder | $1,561 | $6,241-75.0% | $4,912-68.2% | $11,596-86.5% |