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 | $36,331 | $70,669-48.6% | $169,368-78.5% | $75,163-51.7% |
| Participation rate | 40.3% | 64.8%-24.5pp | 77.1%-36.9pp | 67.2%-26.9pp |
| Annual return | 18.62% | 36.36%-17.7pp | 405.60%-387.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $625 | $2,211-71.7% | $4,013-84.4% | $2,670-76.6% |
| Participant deferral / active EE | $2,196 | $4,311-49.0% | $6,221-64.7% | $4,125-46.8% |
| Admin fee / account holder | $2,424 | $5,402-55.1% | $9,003-73.1% | $5,651-57.1% |