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 | $51,053 | $176,377-71.1% | $134,143-61.9% | $158,922-67.9% |
| Participation rate | 36.4% | 78.7%-42.3pp | 72.2%-35.8pp | 82.0%-45.6pp |
| Annual return | 17.89% | 63.63%-45.7pp | 36.33%-18.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $932 | $5,040-81.5% | $3,704-74.8% | $4,761-80.4% |
| Participant deferral / active EE | $2,259 | $4,091-44.8% | $3,499-35.4% | $5,982-62.2% |
| Admin fee / account holder | $514 | $8,718-94.1% | $6,684-92.3% | $11,246-95.4% |