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 | $12,813 | $108,172-88.2% | $77,482-83.5% | $158,922-91.9% |
| Participation rate | 55.0% | 64.4%-9.4pp | 54.2%+0.8pp | 82.0%-27.0pp |
| Annual return | 16.41% | 31.67%-15.3pp | 54.79%-38.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $671 | $1,325-49.3% | $986-31.9% | $4,761-85.9% |
| Participant deferral / active EE | $998 | $2,456-59.4% | $1,861-46.4% | $5,982-83.3% |
| Admin fee / account holder | $1,036 | $3,708-72.1% | $2,858-63.7% | $11,246-90.8% |