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 | $40,468 | $105,181-61.5% | $159,436-74.6% | $85,850-52.9% |
| Participation rate | 57.0% | 75.8%-18.8pp | 82.8%-25.8pp | 69.3%-12.3pp |
| Annual return | 13.21% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $851 | $3,318-74.4% | $4,829-82.4% | $2,565-66.8% |
| Participant deferral / active EE | $3,062 | $5,945-48.5% | $7,352-58.4% | $3,952-22.5% |
| Admin fee / account holder | $8,908 | $6,933+28.5% | $10,799-17.5% | $6,260+42.3% |