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 | $60,557 | $111,724-45.8% | $93,606-35.3% | $145,922-58.5% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 19.61% | 202.98%-183.4pp | 133.20%-113.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $844 | $3,090-72.7% | $2,420-65.1% | $4,660-81.9% |
| Participant deferral / active EE | $2,270 | $4,912-53.8% | $4,411-48.5% | $6,688-66.1% |
| Admin fee / account holder | $2,987 | $10,250-70.9% | $8,285-63.9% | $13,397-77.7% |