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 | $42,554 | $78,705-45.9% | $117,854-63.9% | $70,131-39.3% |
| Participation rate | 58.0% | 73.2%-15.2pp | 79.7%-21.7pp | 69.5%-11.6pp |
| Annual return | 15.07% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $678 | $2,223-69.5% | $3,786-82.1% | $2,342-71.0% |
| Participant deferral / active EE | $1,761 | $3,297-46.6% | $4,482-60.7% | $3,332-47.2% |
| Admin fee / account holder | $950 | $5,065-81.2% | $8,020-88.1% | $4,645-79.5% |