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 | $39,842 | $101,069-60.6% | $81,478-51.1% | $147,584-73.0% |
| Participation rate | 52.4% | 74.5%-22.1pp | 68.0%-15.6pp | 82.8%-30.4pp |
| Annual return | 12.95% | 32.40%-19.4pp | 38.78%-25.8pp | 578.55%-565.6pp |
| Employer contribution / active EE | $395 | $3,205-87.7% | $2,568-84.6% | $4,876-91.9% |
| Participant deferral / active EE | $3,222 | $4,242-24.0% | $3,537-8.9% | $5,439-40.8% |
| Admin fee / account holder | $8,711 | $5,812+49.9% | $4,561+91.0% | $10,885-20.0% |