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 | $39,617 | $54,705-27.6% | $71,209-44.4% | $84,808-53.3% |
| Participation rate | 36.8% | 64.1%-27.3pp | 73.8%-37.0pp | 68.3%-31.5pp |
| Annual return | 22.16% | 35.90%-13.7pp | 282.51%-260.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $555 | $2,158-74.3% | $2,721-79.6% | $2,631-78.9% |
| Participant deferral / active EE | $1,241 | $3,030-59.0% | $4,175-70.3% | $4,212-70.5% |
| Admin fee / account holder | $3,661 | $4,863-24.7% | $5,349-31.6% | $7,344-50.2% |