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 | $36,809 | $107,934-65.9% | $91,989-60.0% | $152,861-75.9% |
| Participation rate | 56.5% | 81.2%-24.7pp | 78.6%-22.1pp | 82.4%-25.9pp |
| Annual return | 21.59% | 89.24%-67.7pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,149 | $4,210-72.7% | $3,452-66.7% | $4,762-75.9% |
| Participant deferral / active EE | $2,138 | $6,364-66.4% | $5,923-63.9% | $5,850-63.4% |
| Admin fee / account holder | $9,195 | $10,520-12.6% | $7,743+18.8% | $11,596-20.7% |