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 | $22,422 | $110,261-79.7% | $95,745-76.6% | $139,434-83.9% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 23.89% | 27.11%-3.2pp | 28.35%-4.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $706 | $3,257-78.3% | $2,835-75.1% | $4,751-85.1% |
| Participant deferral / active EE | $1,531 | $4,676-67.3% | $4,245-63.9% | $6,710-77.2% |
| Admin fee / account holder | $450 | $6,613-93.2% | $5,678-92.1% | $11,403-96.1% |