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 | $21,844 | $106,890-79.6% | $84,015-74.0% | $152,861-85.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 23.89% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $965 | $2,734-64.7% | $1,983-51.4% | $4,762-79.7% |
| Participant deferral / active EE | $1,207 | $4,011-69.9% | $3,239-62.7% | $5,850-79.4% |
| Admin fee / account holder | $526 | $8,285-93.7% | $6,101-91.4% | $11,596-95.5% |