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 | $40,803 | $109,327-62.7% | $89,391-54.4% | $158,922-74.3% |
| Participation rate | 39.1% | 74.3%-35.1pp | 68.0%-28.8pp | 82.0%-42.8pp |
| Annual return | 19.11% | 345.68%-326.6pp | 245.62%-226.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $416 | $3,170-86.9% | $2,586-83.9% | $4,761-91.3% |
| Participant deferral / active EE | $1,962 | $4,598-57.3% | $3,890-49.6% | $5,982-67.2% |
| Admin fee / account holder | $3,009 | $6,153-51.1% | $4,881-38.4% | $11,246-73.2% |