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 | $70,846 | $116,175-39.0% | $93,606-24.3% | $152,861-53.7% |
| Participation rate | 35.3% | 78.0%-42.8pp | 75.8%-40.5pp | 82.4%-47.2pp |
| Annual return | 15.83% | 35.96%-20.1pp | 32.76%-16.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $671 | $3,218-79.2% | $2,718-75.3% | $4,762-85.9% |
| Participant deferral / active EE | $3,157 | $4,603-31.4% | $4,069-22.4% | $5,850-46.0% |
| Admin fee / account holder | $4,704 | $10,748-56.2% | $7,888-40.4% | $11,596-59.4% |