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 | $44,998 | $63,346-29.0% | $92,233-51.2% | $70,131-35.8% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 27.92% | 530.12%-502.2pp | 176.28%-148.4pp | 73.14%-45.2pp |
| Employer contribution / active EE | $744 | $2,471-69.9% | $3,679-79.8% | $2,342-68.2% |
| Participant deferral / active EE | $1,710 | $2,854-40.1% | $3,897-56.1% | $3,332-48.7% |
| Admin fee / account holder | $5,901 | $3,840+53.7% | $5,194+13.6% | $4,645+27.0% |