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 | $37,324 | $165,912-77.5% | $122,332-69.5% | $147,584-74.7% |
| Participation rate | 55.0% | 79.6%-24.6pp | 71.6%-16.6pp | 82.8%-27.8pp |
| Annual return | 17.15% | 34.55%-17.4pp | 30.27%-13.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $130 | $5,754-97.7% | $4,050-96.8% | $4,876-97.3% |
| Participant deferral / active EE | $2,529 | $4,005-36.9% | $3,287-23.0% | $5,439-53.5% |
| Admin fee / account holder | $693 | $7,424-90.7% | $5,478-87.3% | $10,885-93.6% |