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 | $26,823 | $165,912-83.8% | $122,332-78.1% | $147,584-81.8% |
| Participation rate | 41.7% | 79.6%-37.9pp | 71.6%-30.0pp | 82.8%-41.2pp |
| Annual return | 11.09% | 34.55%-23.5pp | 30.27%-19.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $233 | $5,754-95.9% | $4,050-94.2% | $4,876-95.2% |
| Participant deferral / active EE | $1,350 | $4,005-66.3% | $3,287-58.9% | $5,439-75.2% |
| Admin fee / account holder | $322 | $7,424-95.7% | $5,478-94.1% | $10,885-97.0% |