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 | $63,719 | $110,257-42.2% | $96,544-34.0% | $139,434-54.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 19.38% | 26.32%-6.9pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $822 | $3,620-77.3% | $2,965-72.3% | $4,751-82.7% |
| Participant deferral / active EE | $2,321 | $5,548-58.2% | $4,851-52.1% | $6,710-65.4% |
| Admin fee / account holder | $2,036 | $11,591-82.4% | $8,252-75.3% | $11,403-82.1% |