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 | $30,074 | $63,346-52.5% | $92,233-67.4% | $70,131-57.1% |
| Participation rate | 26.7% | 68.7%-42.0pp | 76.5%-49.8pp | 69.5%-42.9pp |
| Annual return | 20.01% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $690 | $2,471-72.1% | $3,679-81.3% | $2,342-70.6% |
| Participant deferral / active EE | $2,894 | $2,854+1.4% | $3,897-25.7% | $3,332-13.1% |
| Admin fee / account holder | $1,305 | $3,840-66.0% | $5,194-74.9% | $4,645-71.9% |