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 | $53,708 | $96,635-44.4% | $86,612-38.0% | $139,434-61.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 16.62% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $990 | $3,263-69.7% | $3,022-67.3% | $4,751-79.2% |
| Participant deferral / active EE | $3,959 | $4,836-18.1% | $4,438-10.8% | $6,710-41.0% |
| Admin fee / account holder | $2,046 | $6,408-68.1% | $5,614-63.6% | $11,403-82.1% |