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 | $29,763 | $74,888-60.3% | $71,209-58.2% | $142,382-79.1% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.1%-41.0pp |
| Annual return | 14.60% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $649 | $2,854-77.3% | $2,721-76.1% | $4,299-84.9% |
| Participant deferral / active EE | $1,152 | $4,454-74.1% | $4,175-72.4% | $6,507-82.3% |
| Admin fee / account holder | $390 | $5,568-93.0% | $5,349-92.7% | $12,624-96.9% |