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 | $36,924 | $85,202-56.7% | $172,739-78.6% | $72,985-49.4% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 19.22% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $651 | $3,324-80.4% | $5,143-87.3% | $2,440-73.3% |
| Participant deferral / active EE | $1,680 | $3,260-48.5% | $5,198-67.7% | $3,607-53.4% |
| Admin fee / account holder | $624 | $5,884-89.4% | $13,954-95.5% | $5,124-87.8% |