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 | $33,985 | $112,881-69.9% | $90,951-62.6% | $158,922-78.6% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 16.77% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $644 | $2,893-77.8% | $2,122-69.7% | $4,761-86.5% |
| Participant deferral / active EE | $1,537 | $4,128-62.8% | $3,373-54.4% | $5,982-74.3% |
| Admin fee / account holder | $1,443 | $8,041-82.1% | $5,959-75.8% | $11,246-87.2% |