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 | $33,243 | $61,774-46.2% | $97,226-65.8% | $80,856-58.9% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.7%-26.5pp | 67.6%-21.5pp |
| Annual return | 17.43% | -557.90%+575.3pp | 75.13%-57.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $554 | $1,837-69.9% | $2,729-79.7% | $2,755-79.9% |
| Participant deferral / active EE | $1,601 | $3,029-47.1% | $4,264-62.4% | $4,296-62.7% |
| Admin fee / account holder | $3,166 | $5,166-38.7% | $5,654-44.0% | $6,918-54.2% |