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 | $44,600 | $81,208-45.1% | $98,907-54.9% | $79,858-44.2% |
| Participation rate | 55.8% | 72.5%-16.7pp | 76.0%-20.3pp | 69.6%-13.9pp |
| Annual return | 14.78% | 60.99%-46.2pp | 196.43%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $524 | $1,960-73.3% | $2,689-80.5% | $2,471-78.8% |
| Participant deferral / active EE | $1,849 | $3,265-43.4% | $4,244-56.4% | $3,740-50.6% |
| Admin fee / account holder | $716 | $6,013-88.1% | $6,642-89.2% | $5,306-86.5% |