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 | $45,491 | $111,724-59.3% | $93,606-51.4% | $145,922-68.8% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 8.18% | 202.98%-194.8pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $890 | $3,090-71.2% | $2,420-63.2% | $4,660-80.9% |
| Participant deferral / active EE | $1,289 | $4,912-73.8% | $4,411-70.8% | $6,688-80.7% |
| Admin fee / account holder | $7,482 | $10,250-27.0% | $8,285-9.7% | $13,397-44.2% |