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 | $39,621 | $53,516-26.0% | $126,539-68.7% | $84,808-53.3% |
| Participation rate | 54.9% | 58.2%-3.3pp | 69.8%-14.9pp | 68.3%-13.4pp |
| Annual return | 13.63% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $586 | $1,535-61.8% | $3,674-84.1% | $2,631-77.7% |
| Participant deferral / active EE | $1,815 | $2,671-32.1% | $4,083-55.6% | $4,212-56.9% |
| Admin fee / account holder | $2,986 | $4,497-33.6% | $6,065-50.8% | $7,344-59.3% |