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 | $44,395 | $107,334-58.6% | $92,893-52.2% | $152,861-71.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 13.01% | 145.58%-132.6pp | 109.41%-96.4pp | 345.32%-332.3pp |
| Employer contribution / active EE | $823 | $4,221-80.5% | $3,653-77.5% | $4,762-82.7% |
| Participant deferral / active EE | $1,766 | $4,845-63.6% | $4,236-58.3% | $5,850-69.8% |
| Admin fee / account holder | $419 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |