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 | $35,331 | $103,376-65.8% | $87,100-59.4% | $152,861-76.9% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.9%-20.6pp | 82.4%-26.2pp |
| Annual return | 22.45% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $768 | $3,220-76.2% | $2,521-69.6% | $4,762-83.9% |
| Participant deferral / active EE | $1,751 | $4,778-63.3% | $4,049-56.7% | $5,850-70.1% |
| Admin fee / account holder | $532 | $12,205-95.6% | $7,497-92.9% | $11,596-95.4% |