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 | $46,091 | $85,202-45.9% | $172,739-73.3% | $72,985-36.8% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.6pp | 69.5%-21.5pp |
| Annual return | 23.70% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $759 | $3,324-77.2% | $5,143-85.3% | $2,440-68.9% |
| Participant deferral / active EE | $990 | $3,260-69.6% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $4,555 | $5,884-22.6% | $13,954-67.4% | $5,124-11.1% |