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 5-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 | $58,938 | $90,348-34.8% | $75,972-22.4% | $145,922-59.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.54% | 620.88%-606.3pp | 359.55%-345.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $928 | $3,311-72.0% | $2,685-65.4% | $4,660-80.1% |
| Participant deferral / active EE | $1,161 | $5,162-77.5% | $4,255-72.7% | $6,688-82.6% |
| Admin fee / account holder | $7,268 | $8,467-14.2% | $6,467+12.4% | $13,397-45.8% |