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 | $29,690 | $104,974-71.7% | $95,585-68.9% | $142,382-79.1% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.1%-30.0pp | 80.1%-38.0pp |
| Annual return | 14.75% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $589 | $2,779-78.8% | $2,527-76.7% | $4,299-86.3% |
| Participant deferral / active EE | $1,387 | $4,352-68.1% | $4,023-65.5% | $6,507-78.7% |
| Admin fee / account holder | $1,889 | $6,386-70.4% | $6,127-69.2% | $12,624-85.0% |