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 | $53,271 | $149,040-64.3% | $120,225-55.7% | $137,256-61.2% |
| Participation rate | 36.4% | 75.4%-39.1pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 15.49% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $901 | $4,350-79.3% | $3,475-74.1% | $4,156-78.3% |
| Participant deferral / active EE | $2,548 | $4,655-45.3% | $3,999-36.3% | $6,407-60.2% |
| Admin fee / account holder | $4,827 | $6,348-24.0% | $5,696-15.3% | $12,270-60.7% |