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 | $68,574 | $117,381-41.6% | $99,443-31.0% | $152,861-55.1% |
| Participation rate | 47.6% | 77.5%-29.9pp | 73.8%-26.2pp | 82.4%-34.8pp |
| Annual return | 25.64% | 31.87%-6.2pp | 30.72%-5.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $698 | $3,013-76.8% | $2,540-72.5% | $4,762-85.3% |
| Participant deferral / active EE | $1,319 | $4,086-67.7% | $3,619-63.5% | $5,850-77.4% |
| Admin fee / account holder | $535 | $7,631-93.0% | $6,250-91.4% | $11,596-95.4% |