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 | $50,405 | $113,339-55.5% | $94,993-46.9% | $147,584-65.8% |
| Participation rate | 22.2% | 78.0%-55.8pp | 73.9%-51.7pp | 82.8%-60.6pp |
| Annual return | 10.05% | 20.77%-10.7pp | 27.12%-17.1pp | 578.55%-568.5pp |
| Employer contribution / active EE | $356 | $3,160-88.7% | $2,603-86.3% | $4,876-92.7% |
| Participant deferral / active EE | $444 | $3,777-88.2% | $3,317-86.6% | $5,439-91.8% |
| Admin fee / account holder | $747 | $6,063-87.7% | $4,960-84.9% | $10,885-93.1% |