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 | $32,983 | $102,966-68.0% | $90,281-63.5% | $152,861-78.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 12.94% | 95.16%-82.2pp | 78.10%-65.2pp | 345.32%-332.4pp |
| Employer contribution / active EE | $897 | $3,139-71.4% | $2,854-68.6% | $4,762-81.2% |
| Participant deferral / active EE | $3,081 | $4,281-28.0% | $3,885-20.7% | $5,850-47.3% |
| Admin fee / account holder | $306 | $6,171-95.0% | $5,351-94.3% | $11,596-97.4% |