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 | $24,991 | $111,814-77.6% | $93,654-73.3% | $145,959-82.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 12.62% | 203.30%-190.7pp | 133.34%-120.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $614 | $3,092-80.1% | $2,421-74.6% | $4,661-86.8% |
| Participant deferral / active EE | $3,951 | $4,914-19.6% | $4,413-10.5% | $6,689-40.9% |
| Admin fee / account holder | $11,883 | $10,246+16.0% | $8,282+43.5% | $13,398-11.3% |