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 | $24,513 | $91,190-73.1% | $178,490-86.3% | $79,858-69.3% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 19.99% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $405 | $3,256-87.6% | $5,011-91.9% | $2,471-83.6% |
| Participant deferral / active EE | $3,341 | $3,236+3.2% | $5,202-35.8% | $3,740-10.7% |
| Admin fee / account holder | $1,804 | $6,751-73.3% | $13,984-87.1% | $5,306-66.0% |