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 | $58,722 | $85,202-31.1% | $172,739-66.0% | $72,985-19.5% |
| Participation rate | 37.8% | 70.1%-32.3pp | 82.6%-44.9pp | 69.5%-31.7pp |
| Annual return | 16.76% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $946 | $3,324-71.5% | $5,143-81.6% | $2,440-61.2% |
| Participant deferral / active EE | $1,201 | $3,260-63.2% | $5,198-76.9% | $3,607-66.7% |
| Admin fee / account holder | $1,682 | $5,884-71.4% | $13,954-87.9% | $5,124-67.2% |