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 | $30,116 | $124,281-75.8% | $109,143-72.4% | $167,490-82.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 15.69% | 26.04%-10.3pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $953 | $4,207-77.4% | $3,722-74.4% | $4,837-80.3% |
| Participant deferral / active EE | $2,190 | $5,255-58.3% | $4,653-52.9% | $6,341-65.5% |
| Admin fee / account holder | $3,630 | $7,970-54.5% | $6,752-46.2% | $12,309-70.5% |