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 | $17,832 | $61,774-71.1% | $97,226-81.7% | $80,856-77.9% |
| Participation rate | 27.6% | 63.5%-35.9pp | 72.7%-45.1pp | 67.6%-40.1pp |
| Annual return | 13.10% | -557.90%+571.0pp | 75.13%-62.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $550 | $1,837-70.0% | $2,729-79.8% | $2,755-80.0% |
| Participant deferral / active EE | $1,510 | $3,029-50.2% | $4,264-64.6% | $4,296-64.9% |
| Admin fee / account holder | $3,565 | $5,166-31.0% | $5,654-36.9% | $6,918-48.5% |