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 | $40,261 | $105,630-61.9% | $87,507-54.0% | $273,961-85.3% |
| Participation rate | 57.1% | 78.2%-21.1pp | 73.8%-16.7pp | 83.0%-25.9pp |
| Annual return | 190.70% | 12.25%+178.5pp | 12.21%+178.5pp | 41.45%+149.3pp |
| Employer contribution / active EE | $564 | $3,141-82.1% | $2,550-77.9% | $4,869-88.4% |
| Participant deferral / active EE | $1,311 | $3,601-63.6% | $3,149-58.4% | $5,287-75.2% |
| Admin fee / account holder | $751 | $4,781-84.3% | $4,221-82.2% | $10,132-92.6% |