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 | $51,656 | $100,754-48.7% | $86,677-40.4% | $134,475-61.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.80% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $769 | $3,489-78.0% | $2,836-72.9% | $4,740-83.8% |
| Participant deferral / active EE | $2,033 | $5,338-61.9% | $4,656-56.3% | $6,400-68.2% |
| Admin fee / account holder | $4,818 | $10,926-55.9% | $7,493-35.7% | $11,426-57.8% |