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 | $38,086 | $106,890-64.4% | $84,015-54.7% | $152,861-75.1% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.4%-21.3pp |
| Annual return | 19.09% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $912 | $2,734-66.6% | $1,983-54.0% | $4,762-80.8% |
| Participant deferral / active EE | $1,713 | $4,011-57.3% | $3,239-47.1% | $5,850-70.7% |
| Admin fee / account holder | $2,869 | $8,285-65.4% | $6,101-53.0% | $11,596-75.3% |