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 | $73,817 | $78,672-6.2% | $109,143-32.4% | $85,850-14.0% |
| Participation rate | 22.0% | 68.3%-46.2pp | 75.9%-53.8pp | 69.3%-47.3pp |
| Annual return | 15.89% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $822 | $2,735-69.9% | $3,722-77.9% | $2,565-68.0% |
| Participant deferral / active EE | $2,498 | $3,467-28.0% | $4,653-46.3% | $3,952-36.8% |
| Admin fee / account holder | $691 | $5,469-87.4% | $6,752-89.8% | $6,260-89.0% |