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 | $22,669 | $99,652-77.3% | $78,778-71.2% | $147,584-84.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 17.84% | 47.28%-29.4pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,113 | $2,796-60.2% | $1,986-44.0% | $4,876-77.2% |
| Participant deferral / active EE | $2,169 | $3,664-40.8% | $2,958-26.7% | $5,439-60.1% |
| Admin fee / account holder | $8,589 | $7,155+20.0% | $5,134+67.3% | $10,885-21.1% |