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 | $81,017 | $104,664-22.6% | $85,682-5.4% | $167,490-51.6% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 9.57% | 21.45%-11.9pp | 21.49%-11.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $870 | $3,337-73.9% | $2,618-66.8% | $4,837-82.0% |
| Participant deferral / active EE | $3,977 | $4,824-17.6% | $3,923+1.4% | $6,341-37.3% |
| Admin fee / account holder | $767 | $10,032-92.4% | $6,873-88.8% | $12,309-93.8% |