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 | $30,798 | $48,046-35.9% | $84,611-63.6% | $72,985-57.8% |
| Participation rate | 57.6% | 57.6%0pp | 68.2%-10.7pp | 69.5%-11.9pp |
| Annual return | 19.83% | 37.38%-17.6pp | 258.74%-238.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $406 | $1,602-74.7% | $2,652-84.7% | $2,440-83.4% |
| Participant deferral / active EE | $1,623 | $2,680-39.5% | $3,899-58.4% | $3,607-55.0% |
| Admin fee / account holder | $523 | $3,395-84.6% | $4,912-89.4% | $5,124-89.8% |