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 | $63,450 | $118,680-46.5% | $98,907-35.8% | $158,922-60.1% |
| Participation rate | 30.8% | 77.8%-47.1pp | 76.0%-45.3pp | 82.0%-51.2pp |
| Annual return | 13.46% | 372.35%-358.9pp | 196.43%-183.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $497 | $3,333-85.1% | $2,689-81.5% | $4,761-89.6% |
| Participant deferral / active EE | $1,985 | $5,088-61.0% | $4,244-53.2% | $5,982-66.8% |
| Admin fee / account holder | $332 | $10,131-96.7% | $6,642-95.0% | $11,246-97.1% |