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 | $39,090 | $106,890-63.4% | $84,015-53.5% | $152,861-74.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 10.49% | 104.99%-94.5pp | 71.31%-60.8pp | 345.32%-334.8pp |
| Employer contribution / active EE | $448 | $2,734-83.6% | $1,983-77.4% | $4,762-90.6% |
| Participant deferral / active EE | $4,740 | $4,011+18.2% | $3,239+46.4% | $5,850-19.0% |
| Admin fee / account holder | $1,170 | $8,285-85.9% | $6,101-80.8% | $11,596-89.9% |