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 | $57,207 | $85,202-32.9% | $172,739-66.9% | $72,985-21.6% |
| Participation rate | 46.9% | 70.1%-23.2pp | 82.6%-35.8pp | 69.5%-22.6pp |
| Annual return | 21.94% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $561 | $3,324-83.1% | $5,143-89.1% | $2,440-77.0% |
| Participant deferral / active EE | $1,802 | $3,260-44.7% | $5,198-65.3% | $3,607-50.0% |
| Admin fee / account holder | $308 | $5,884-94.8% | $13,954-97.8% | $5,124-94.0% |