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 | $47,923 | $176,377-72.8% | $134,143-64.3% | $158,922-69.8% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 13.80% | 63.63%-49.8pp | 36.33%-22.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $738 | $5,040-85.4% | $3,704-80.1% | $4,761-84.5% |
| Participant deferral / active EE | $2,252 | $4,091-45.0% | $3,499-35.6% | $5,982-62.3% |
| Admin fee / account holder | $1,940 | $8,718-77.7% | $6,684-71.0% | $11,246-82.7% |