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 | $77,321 | $101,069-23.5% | $81,478-5.1% | $147,584-47.6% |
| Participation rate | 63.6% | 74.5%-10.8pp | 68.0%-4.3pp | 82.8%-19.2pp |
| Annual return | 17.69% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $735 | $3,205-77.1% | $2,568-71.4% | $4,876-84.9% |
| Participant deferral / active EE | $9,014 | $4,242+112.5% | $3,537+154.9% | $5,439+65.7% |
| Admin fee / account holder | $309 | $5,812-94.7% | $4,561-93.2% | $10,885-97.2% |