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 | $34,231 | $105,998-67.7% | $92,233-62.9% | $147,584-76.8% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.5%-24.1pp | 82.8%-30.4pp |
| Annual return | 12.99% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $716 | $4,333-83.5% | $3,679-80.6% | $4,876-85.3% |
| Participant deferral / active EE | $2,367 | $4,478-47.1% | $3,897-39.3% | $5,439-56.5% |
| Admin fee / account holder | $2,163 | $6,332-65.8% | $5,194-58.4% | $10,885-80.1% |