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 | $28,862 | $109,327-73.6% | $89,391-67.7% | $158,922-81.8% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 10.17% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $427 | $3,170-86.5% | $2,586-83.5% | $4,761-91.0% |
| Participant deferral / active EE | $2,803 | $4,598-39.0% | $3,890-27.9% | $5,982-53.1% |
| Admin fee / account holder | $15,713 | $6,153+155.4% | $4,881+221.9% | $11,246+39.7% |