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 | $51,372 | $228,332-77.5% | $185,823-72.4% | $158,922-67.7% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 13.43% | 40.80%-27.4pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $607 | $4,967-87.8% | $4,087-85.1% | $4,761-87.2% |
| Participant deferral / active EE | $1,878 | $6,415-70.7% | $5,632-66.7% | $5,982-68.6% |
| Admin fee / account holder | $3,213 | $11,864-72.9% | $9,500-66.2% | $11,246-71.4% |