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 | $45,178 | $111,724-59.6% | $93,606-51.7% | $145,922-69.0% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 10.22% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $705 | $3,090-77.2% | $2,420-70.9% | $4,660-84.9% |
| Participant deferral / active EE | $1,410 | $4,912-71.3% | $4,411-68.0% | $6,688-78.9% |
| Admin fee / account holder | $13,355 | $10,250+30.3% | $8,285+61.2% | $13,397-0.3% |