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 | $29,848 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 16.33% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $968 | $4,221-77.1% | $3,653-73.5% | $4,762-79.7% |
| Participant deferral / active EE | $1,913 | $4,845-60.5% | $4,236-54.9% | $5,850-67.3% |
| Admin fee / account holder | $5,506 | $7,079-22.2% | $5,794-5.0% | $11,596-52.5% |