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 | $59,813 | $108,172-44.7% | $77,482-22.8% | $158,922-62.4% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 11.79% | 31.67%-19.9pp | 54.79%-43.0pp | 302.83%-291.0pp |
| Employer contribution / active EE | $180 | $1,325-86.5% | $986-81.8% | $4,761-96.2% |
| Participant deferral / active EE | $639 | $2,456-74.0% | $1,861-65.6% | $5,982-89.3% |
| Admin fee / account holder | $1,113 | $3,708-70.0% | $2,858-61.1% | $11,246-90.1% |