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 | $17,600 | $115,770-84.8% | $101,248-82.6% | $158,922-88.9% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 8.60% | 56.14%-47.5pp | 46.47%-37.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,249 | $4,175-70.1% | $3,660-65.9% | $4,761-73.8% |
| Participant deferral / active EE | $3,162 | $4,957-36.2% | $4,370-27.6% | $5,982-47.1% |
| Admin fee / account holder | $2,670 | $7,245-63.1% | $5,945-55.1% | $11,246-76.3% |