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 | $34,567 | $107,015-67.7% | $73,545-53.0% | $147,584-76.6% |
| Participation rate | 20.8% | 66.4%-45.5pp | 54.9%-34.1pp | 82.8%-62.0pp |
| Annual return | 9.33% | 38.25%-28.9pp | -15.16%+24.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $721 | $1,760-59.0% | $1,219-40.8% | $4,876-85.2% |
| Participant deferral / active EE | $1,540 | $2,462-37.4% | $1,806-14.7% | $5,439-71.7% |
| Admin fee / account holder | $432 | $3,055-85.8% | $2,320-81.4% | $10,885-96.0% |