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 | $43,800 | $203,436-78.5% | $152,466-71.3% | $167,490-73.8% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.2%-18.2pp | 82.1%-22.1pp |
| Annual return | 9.09% | 13.80%-4.7pp | 757.33%-748.2pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,459 | $5,220-72.0% | $4,327-66.3% | $4,837-69.8% |
| Participant deferral / active EE | $2,717 | $6,716-59.5% | $5,820-53.3% | $6,341-57.2% |
| Admin fee / account holder | $10,821 | $22,506-51.9% | $15,805-31.5% | $12,309-12.1% |