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 | $58,005 | $85,202-31.9% | $172,739-66.4% | $72,985-20.5% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 20.08% | 27.32%-7.2pp | 802.84%-782.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $914 | $3,324-72.5% | $5,143-82.2% | $2,440-62.5% |
| Participant deferral / active EE | $2,887 | $3,260-11.4% | $5,198-44.4% | $3,607-20.0% |
| Admin fee / account holder | $1,651 | $5,884-71.9% | $13,954-88.2% | $5,124-67.8% |