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 | $37,325 | $81,632-54.3% | $70,449-47.0% | $158,922-76.5% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 10.96% | 208.40%-197.4pp | 109.03%-98.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $747 | $3,217-76.8% | $2,737-72.7% | $4,761-84.3% |
| Participant deferral / active EE | $2,799 | $4,554-38.5% | $3,709-24.5% | $5,982-53.2% |
| Admin fee / account holder | $1,477 | $6,193-76.1% | $3,845-61.6% | $11,246-86.9% |