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 | $45,034 | $104,251-56.8% | $91,001-50.5% | $147,584-69.5% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.6%-17.3pp | 82.8%-24.5pp |
| Annual return | 21.78% | 27.06%-5.3pp | 4.60%+17.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $455 | $3,116-85.4% | $2,456-81.5% | $4,876-90.7% |
| Participant deferral / active EE | $1,639 | $4,195-60.9% | $3,547-53.8% | $5,439-69.9% |
| Admin fee / account holder | $357 | $8,948-96.0% | $5,417-93.4% | $10,885-96.7% |