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 | $43,071 | $165,912-74.0% | $122,332-64.8% | $147,584-70.8% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 15.37% | 34.55%-19.2pp | 30.27%-14.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $622 | $5,754-89.2% | $4,050-84.6% | $4,876-87.2% |
| Participant deferral / active EE | $954 | $4,005-76.2% | $3,287-71.0% | $5,439-82.5% |
| Admin fee / account holder | $345 | $7,424-95.4% | $5,478-93.7% | $10,885-96.8% |