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 | $32,563 | $85,202-61.8% | $172,739-81.1% | $72,985-55.4% |
| Participation rate | 35.4% | 70.1%-34.7pp | 82.6%-47.3pp | 69.5%-34.1pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $420 | $3,324-87.4% | $5,143-91.8% | $2,440-82.8% |
| Participant deferral / active EE | $987 | $3,260-69.7% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $4,046 | $5,884-31.2% | $13,954-71.0% | $5,124-21.0% |