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 | $25,335 | $109,904-76.9% | $97,167-73.9% | $145,959-82.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.83% | 243.43%-235.6pp | 75.27%-67.4pp | 561.95%-554.1pp |
| Employer contribution / active EE | $863 | $3,084-72.0% | $2,729-68.4% | $4,661-81.5% |
| Participant deferral / active EE | $1,060 | $4,676-77.3% | $4,264-75.1% | $6,689-84.2% |
| Admin fee / account holder | $11,571 | $6,216+86.2% | $5,650+104.8% | $13,398-13.6% |