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 | $36,833 | $69,207-46.8% | $64,056-42.5% | $139,434-73.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.85% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $476 | $3,182-85.1% | $2,747-82.7% | $4,751-90.0% |
| Participant deferral / active EE | $1,129 | $4,682-75.9% | $3,880-70.9% | $6,710-83.2% |
| Admin fee / account holder | $2,340 | $4,244-44.9% | $3,068-23.7% | $11,403-79.5% |