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 | $38,933 | $61,774-37.0% | $97,226-60.0% | $80,856-51.8% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.7%-56.0pp | 67.6%-51.0pp |
| Annual return | 19.48% | -557.90%+577.4pp | 75.13%-55.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $536 | $1,837-70.8% | $2,729-80.4% | $2,755-80.5% |
| Participant deferral / active EE | $1,914 | $3,029-36.8% | $4,264-55.1% | $4,296-55.4% |
| Admin fee / account holder | $340 | $5,166-93.4% | $5,654-94.0% | $6,918-95.1% |