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 | $34,104 | $78,672-56.6% | $109,143-68.8% | $85,850-60.3% |
| Participation rate | 35.9% | 68.3%-32.3pp | 75.9%-39.9pp | 69.3%-33.4pp |
| Annual return | 11.87% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $983 | $2,735-64.1% | $3,722-73.6% | $2,565-61.7% |
| Participant deferral / active EE | $1,931 | $3,467-44.3% | $4,653-58.5% | $3,952-51.1% |
| Admin fee / account holder | $629 | $5,469-88.5% | $6,752-90.7% | $6,260-89.9% |