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 | $55,379 | $70,669-21.6% | $169,368-67.3% | $75,163-26.3% |
| Participation rate | 38.5% | 64.8%-26.3pp | 77.1%-38.7pp | 67.2%-28.7pp |
| Annual return | 19.32% | 36.36%-17.0pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $577 | $2,211-73.9% | $4,013-85.6% | $2,670-78.4% |
| Participant deferral / active EE | $3,742 | $4,311-13.2% | $6,221-39.9% | $4,125-9.3% |
| Admin fee / account holder | $1,096 | $5,402-79.7% | $9,003-87.8% | $5,651-80.6% |