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 | $72,790 | $165,912-56.1% | $122,332-40.5% | $147,584-50.7% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.65% | 34.55%-16.9pp | 30.27%-12.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $293 | $5,754-94.9% | $4,050-92.8% | $4,876-94.0% |
| Participant deferral / active EE | $293 | $4,005-92.7% | $3,287-91.1% | $5,439-94.6% |
| Admin fee / account holder | $2,442 | $7,424-67.1% | $5,478-55.4% | $10,885-77.6% |