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 | $40,427 | $103,376-60.9% | $87,100-53.6% | $152,861-73.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 17.64% | 28.10%-10.5pp | 28.19%-10.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $786 | $3,220-75.6% | $2,521-68.8% | $4,762-83.5% |
| Participant deferral / active EE | $2,294 | $4,778-52.0% | $4,049-43.3% | $5,850-60.8% |
| Admin fee / account holder | $49,894 | $12,205+308.8% | $7,497+565.6% | $11,596+330.3% |