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 | $60,934 | $105,931-42.5% | $81,930-25.6% | $158,922-61.7% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 11.22% | 38.17%-27.0pp | 29.49%-18.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,569 | $7,800-79.9% | $4,310-63.6% | $4,761-67.0% |
| Participant deferral / active EE | $2,147 | $13,003-83.5% | $7,107-69.8% | $5,982-64.1% |
| Admin fee / account holder | $455 | $8,489-94.6% | $5,158-91.2% | $11,246-96.0% |