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 | $41,601 | $118,680-64.9% | $98,907-57.9% | $158,922-73.8% |
| Participation rate | 41.7% | 77.8%-36.2pp | 76.0%-34.4pp | 82.0%-40.3pp |
| Annual return | 12.95% | 372.35%-359.4pp | 196.43%-183.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $820 | $3,333-75.4% | $2,689-69.5% | $4,761-82.8% |
| Participant deferral / active EE | $2,126 | $5,088-58.2% | $4,244-49.9% | $5,982-64.5% |
| Admin fee / account holder | $2,883 | $10,131-71.5% | $6,642-56.6% | $11,246-74.4% |