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 | $62,750 | $165,912-62.2% | $122,332-48.7% | $147,584-57.5% |
| Participation rate | 38.9% | 79.6%-40.7pp | 71.6%-32.7pp | 82.8%-43.9pp |
| Annual return | 15.52% | 34.55%-19.0pp | 30.27%-14.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $749 | $5,754-87.0% | $4,050-81.5% | $4,876-84.7% |
| Participant deferral / active EE | $2,022 | $4,005-49.5% | $3,287-38.5% | $5,439-62.8% |
| Admin fee / account holder | $21,615 | $7,424+191.2% | $5,478+294.6% | $10,885+98.6% |