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 | $31,846 | $48,335-34.1% | $121,098-73.7% | $71,457-55.4% |
| Participation rate | 46.4% | 54.3%-7.8pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | 19.28% | 23.32%-4.0pp | 985.75%-966.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $753 | $1,489-49.4% | $4,164-81.9% | $2,588-70.9% |
| Participant deferral / active EE | $1,686 | $2,754-38.8% | $4,080-58.7% | $4,289-60.7% |
| Admin fee / account holder | $1,506 | $1,841-18.2% | $5,644-73.3% | $1,587-5.1% |