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 | $59,679 | $96,635-38.2% | $86,612-31.1% | $139,434-57.2% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 12.26% | 106.41%-94.2pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $930 | $3,263-71.5% | $3,022-69.2% | $4,751-80.4% |
| Participant deferral / active EE | $1,860 | $4,836-61.5% | $4,438-58.1% | $6,710-72.3% |
| Admin fee / account holder | $1,015 | $6,408-84.2% | $5,614-81.9% | $11,403-91.1% |