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 | $72,162 | $124,319-42.0% | $111,297-35.2% | $167,490-56.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.88% | 37.44%-21.6pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $916 | $3,435-73.3% | $2,731-66.5% | $4,837-81.1% |
| Participant deferral / active EE | $2,550 | $5,180-50.8% | $4,487-43.2% | $6,341-59.8% |
| Admin fee / account holder | $3,161 | $10,618-70.2% | $7,964-60.3% | $12,309-74.3% |