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 | $34,930 | $202,432-82.7% | $169,368-79.4% | $139,434-74.9% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 14.48% | 531.74%-517.3pp | 405.60%-391.1pp | 372.94%-358.5pp |
| Employer contribution / active EE | $675 | $4,692-85.6% | $4,013-83.2% | $4,751-85.8% |
| Participant deferral / active EE | $1,375 | $6,938-80.2% | $6,221-77.9% | $6,710-79.5% |
| Admin fee / account holder | $2,828 | $10,708-73.6% | $9,003-68.6% | $11,403-75.2% |