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 | $31,033 | $106,890-71.0% | $84,015-63.1% | $152,861-79.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.4%-25.3pp |
| Annual return | 15.30% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $559 | $2,734-79.6% | $1,983-71.8% | $4,762-88.3% |
| Participant deferral / active EE | $1,412 | $4,011-64.8% | $3,239-56.4% | $5,850-75.9% |
| Admin fee / account holder | $7,108 | $8,285-14.2% | $6,101+16.5% | $11,596-38.7% |