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 | $53,271 | $158,398-66.4% | $126,539-57.9% | $142,382-62.6% |
| Participation rate | 36.4% | 75.8%-39.4pp | 69.8%-33.5pp | 80.1%-43.8pp |
| Annual return | 15.49% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $901 | $4,650-80.6% | $3,674-75.5% | $4,299-79.0% |
| Participant deferral / active EE | $2,548 | $4,767-46.5% | $4,083-37.6% | $6,507-60.8% |
| Admin fee / account holder | $4,827 | $6,918-30.2% | $6,065-20.4% | $12,624-61.8% |