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 | $45,608 | $176,377-74.1% | $134,143-66.0% | $158,922-71.3% |
| Participation rate | 45.5% | 78.7%-33.2pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 13.71% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $933 | $5,040-81.5% | $3,704-74.8% | $4,761-80.4% |
| Participant deferral / active EE | $1,363 | $4,091-66.7% | $3,499-61.0% | $5,982-77.2% |
| Admin fee / account holder | $468 | $8,718-94.6% | $6,684-93.0% | $11,246-95.8% |