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 | $63,300 | $104,974-39.7% | $95,585-33.8% | $142,382-55.5% |
| Participation rate | 69.2% | 75.0%-5.7pp | 72.1%-2.8pp | 80.1%-10.9pp |
| Annual return | 11.68% | 210.33%-198.6pp | 38.56%-26.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $869 | $2,779-68.7% | $2,527-65.6% | $4,299-79.8% |
| Participant deferral / active EE | $1,314 | $4,352-69.8% | $4,023-67.3% | $6,507-79.8% |
| Admin fee / account holder | $436 | $6,386-93.2% | $6,127-92.9% | $12,624-96.5% |