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 | $44,935 | $210,648-78.7% | $177,989-74.8% | $145,922-69.2% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | 10.19% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $762 | $4,565-83.3% | $3,949-80.7% | $4,660-83.6% |
| Participant deferral / active EE | $1,612 | $6,958-76.8% | $6,276-74.3% | $6,688-75.9% |
| Admin fee / account holder | $2,191 | $12,013-81.8% | $10,363-78.9% | $13,397-83.6% |