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 | $66,161 | $158,398-58.2% | $126,539-47.7% | $142,382-53.5% |
| Participation rate | 7.1% | 75.8%-68.7pp | 69.8%-62.7pp | 80.1%-73.0pp |
| Annual return | 14.29% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $585 | $4,650-87.4% | $3,674-84.1% | $4,299-86.4% |
| Participant deferral / active EE | $758 | $4,767-84.1% | $4,083-81.4% | $6,507-88.3% |
| Admin fee / account holder | $5,486 | $6,918-20.7% | $6,065-9.5% | $12,624-56.5% |