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 | $43,439 | $105,998-59.0% | $92,233-52.9% | $147,584-70.6% |
| Participation rate | 38.5% | 80.4%-41.9pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 14.22% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $885 | $4,333-79.6% | $3,679-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $4,441 | $4,478-0.8% | $3,897+14.0% | $5,439-18.3% |
| Admin fee / account holder | $6,100 | $6,332-3.7% | $5,194+17.5% | $10,885-44.0% |