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 | $19,297 | $85,202-77.4% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 37.3% | 70.1%-32.7pp | 82.6%-45.3pp | 69.5%-32.1pp |
| Annual return | 21.13% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,143-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $2,363 | $3,260-27.5% | $5,198-54.5% | $3,607-34.5% |
| Admin fee / account holder | $1,355 | $5,884-77.0% | $13,954-90.3% | $5,124-73.6% |