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 | $25,273 | $74,888-66.3% | $71,209-64.5% | $142,382-82.3% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 13.28% | 345.14%-331.9pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $658 | $2,854-76.9% | $2,721-75.8% | $4,299-84.7% |
| Participant deferral / active EE | $747 | $4,454-83.2% | $4,175-82.1% | $6,507-88.5% |
| Admin fee / account holder | $1,734 | $5,568-68.9% | $5,349-67.6% | $12,624-86.3% |