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 | $61,283 | $105,998-42.2% | $92,233-33.6% | $147,584-58.5% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.28%-161.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $944 | $4,333-78.2% | $3,679-74.4% | $4,876-80.6% |
| Participant deferral / active EE | $2,271 | $4,478-49.3% | $3,897-41.7% | $5,439-58.2% |
| Admin fee / account holder | $687 | $6,332-89.1% | $5,194-86.8% | $10,885-93.7% |