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 | $43,966 | $113,339-61.2% | $94,993-53.7% | $147,584-70.2% |
| Participation rate | 40.9% | 78.0%-37.1pp | 73.9%-33.0pp | 82.8%-41.9pp |
| Annual return | 11.84% | 20.77%-8.9pp | 27.12%-15.3pp | 578.55%-566.7pp |
| Employer contribution / active EE | $313 | $3,160-90.1% | $2,603-88.0% | $4,876-93.6% |
| Participant deferral / active EE | $843 | $3,777-77.7% | $3,317-74.6% | $5,439-84.5% |
| Admin fee / account holder | $388 | $6,063-93.6% | $4,960-92.2% | $10,885-96.4% |