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 | $41,568 | $165,912-74.9% | $122,332-66.0% | $147,584-71.8% |
| Participation rate | 38.9% | 79.6%-40.7pp | 71.6%-32.7pp | 82.8%-43.9pp |
| Annual return | 13.59% | 34.55%-21.0pp | 30.27%-16.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $459 | $5,754-92.0% | $4,050-88.7% | $4,876-90.6% |
| Participant deferral / active EE | $962 | $4,005-76.0% | $3,287-70.7% | $5,439-82.3% |
| Admin fee / account holder | $447 | $7,424-94.0% | $5,478-91.8% | $10,885-95.9% |