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 | $34,586 | $85,202-59.4% | $172,739-80.0% | $72,985-52.6% |
| Participation rate | 38.7% | 70.1%-31.4pp | 82.6%-43.9pp | 69.5%-30.8pp |
| Annual return | 21.72% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $965 | $3,324-71.0% | $5,143-81.2% | $2,440-60.4% |
| Participant deferral / active EE | $1,306 | $3,260-60.0% | $5,198-74.9% | $3,607-63.8% |
| Admin fee / account holder | $2,680 | $5,884-54.5% | $13,954-80.8% | $5,124-47.7% |