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 | $60,989 | $118,680-48.6% | $98,907-38.3% | $158,922-61.6% |
| Participation rate | 38.9% | 77.8%-38.9pp | 76.0%-37.1pp | 82.0%-43.1pp |
| Annual return | 16.36% | 372.35%-356.0pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $728 | $3,333-78.1% | $2,689-72.9% | $4,761-84.7% |
| Participant deferral / active EE | $2,696 | $5,088-47.0% | $4,244-36.5% | $5,982-54.9% |
| Admin fee / account holder | $5,339 | $10,131-47.3% | $6,642-19.6% | $11,246-52.5% |