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 | $45,503 | $117,381-61.2% | $99,443-54.2% | $152,861-70.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 16.02% | 31.87%-15.8pp | 30.72%-14.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $735 | $3,013-75.6% | $2,540-71.1% | $4,762-84.6% |
| Participant deferral / active EE | $916 | $4,086-77.6% | $3,619-74.7% | $5,850-84.3% |
| Admin fee / account holder | $680 | $7,631-91.1% | $6,250-89.1% | $11,596-94.1% |