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 | $20,302 | $113,339-82.1% | $94,993-78.6% | $147,584-86.2% |
| Participation rate | 38.5% | 78.0%-39.5pp | 73.9%-35.4pp | 82.8%-44.4pp |
| Annual return | 18.77% | 20.77%-2.0pp | 27.12%-8.4pp | 578.55%-559.8pp |
| Employer contribution / active EE | $829 | $3,160-73.8% | $2,603-68.2% | $4,876-83.0% |
| Participant deferral / active EE | $1,078 | $3,777-71.5% | $3,317-67.5% | $5,439-80.2% |
| Admin fee / account holder | $2,348 | $6,063-61.3% | $4,960-52.7% | $10,885-78.4% |