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 7-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 | $14,483 | $118,427-87.8% | $66,042-78.1% | $142,382-89.8% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 22.00% | 35.57%-13.6pp | 52.11%-30.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $706 | $2,570-72.5% | $1,579-55.3% | $4,299-83.6% |
| Participant deferral / active EE | $3,766 | $4,311-12.6% | $2,835+32.8% | $6,507-42.1% |
| Admin fee / account holder | $323 | $9,593-96.6% | $5,747-94.4% | $12,624-97.4% |