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 | $37,778 | $84,233-55.2% | $170,442-77.8% | $70,131-46.1% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 18.13% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $675 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $1,980 | $3,086-35.8% | $4,939-59.9% | $3,332-40.6% |
| Admin fee / account holder | $365 | $5,698-93.6% | $13,880-97.4% | $4,645-92.1% |