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 | $52,759 | $112,881-53.3% | $90,951-42.0% | $158,922-66.8% |
| Participation rate | 68.2% | 74.7%-6.5pp | 69.0%-0.8pp | 82.0%-13.8pp |
| Annual return | 13.23% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $536 | $2,893-81.5% | $2,122-74.8% | $4,761-88.8% |
| Participant deferral / active EE | $1,512 | $4,128-63.4% | $3,373-55.2% | $5,982-74.7% |
| Admin fee / account holder | $1,532 | $8,041-81.0% | $5,959-74.3% | $11,246-86.4% |