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 | $48,197 | $105,998-54.5% | $92,233-47.7% | $147,584-67.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 15.11% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $797 | $4,333-81.6% | $3,679-78.3% | $4,876-83.7% |
| Participant deferral / active EE | $3,142 | $4,478-29.8% | $3,897-19.4% | $5,439-42.2% |
| Admin fee / account holder | $3,333 | $6,332-47.4% | $5,194-35.8% | $10,885-69.4% |