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 | $35,217 | $51,576-31.7% | $129,207-72.7% | $80,856-56.4% |
| Participation rate | 27.3% | 57.0%-29.7pp | 69.6%-42.3pp | 67.6%-40.4pp |
| Annual return | 12.76% | 20.81%-8.0pp | 9417.33%-9404.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $562 | $1,584-64.5% | $4,153-86.5% | $2,755-79.6% |
| Participant deferral / active EE | $821 | $2,669-69.2% | $4,168-80.3% | $4,296-80.9% |
| Admin fee / account holder | $1,286 | $4,305-70.1% | $7,715-83.3% | $6,918-81.4% |