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 | $42,341 | $176,377-76.0% | $134,143-68.4% | $158,922-73.4% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 16.59% | 63.63%-47.0pp | 36.33%-19.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $581 | $5,040-88.5% | $3,704-84.3% | $4,761-87.8% |
| Participant deferral / active EE | $908 | $4,091-77.8% | $3,499-74.0% | $5,982-84.8% |
| Admin fee / account holder | $615 | $8,718-92.9% | $6,684-90.8% | $11,246-94.5% |