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 | $74,305 | $113,339-34.4% | $94,993-21.8% | $147,584-49.7% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 20.24% | 20.77%-0.5pp | 27.12%-6.9pp | 578.55%-558.3pp |
| Employer contribution / active EE | $822 | $3,160-74.0% | $2,603-68.4% | $4,876-83.1% |
| Participant deferral / active EE | $2,878 | $3,777-23.8% | $3,317-13.2% | $5,439-47.1% |
| Admin fee / account holder | $492 | $6,063-91.9% | $4,960-90.1% | $10,885-95.5% |