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 | $39,236 | $116,167-66.2% | $64,489-39.2% | $137,256-71.4% |
| Participation rate | 35.7% | 68.2%-32.5pp | 67.7%-32.0pp | 80.0%-44.2pp |
| Annual return | 13.84% | 36.55%-22.7pp | 55.03%-41.2pp | 220.34%-206.5pp |
| Employer contribution / active EE | $755 | $2,483-69.6% | $1,523-50.4% | $4,156-81.8% |
| Participant deferral / active EE | $976 | $4,215-76.8% | $2,778-64.9% | $6,407-84.8% |
| Admin fee / account holder | $602 | $6,188-90.3% | $4,260-85.9% | $12,270-95.1% |