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 | $39,725 | $53,516-25.8% | $126,539-68.6% | $84,808-53.2% |
| Participation rate | 30.0% | 58.2%-28.2pp | 69.8%-39.8pp | 68.3%-38.3pp |
| Annual return | 18.50% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $745 | $1,535-51.5% | $3,674-79.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,034 | $2,671-61.3% | $4,083-74.7% | $4,212-75.5% |
| Admin fee / account holder | $429 | $4,497-90.5% | $6,065-92.9% | $7,344-94.2% |