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 | $34,066 | $102,317-66.7% | $146,958-76.8% | $80,856-57.9% |
| Participation rate | 56.5% | 75.8%-19.4pp | 82.2%-25.7pp | 67.6%-11.2pp |
| Annual return | 13.72% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $887 | $3,713-76.1% | $4,933-82.0% | $2,755-67.8% |
| Participant deferral / active EE | $4,113 | $6,644-38.1% | $8,070-49.0% | $4,296-4.3% |
| Admin fee / account holder | $6,767 | $7,941-14.8% | $12,998-47.9% | $6,918-2.2% |