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 | $34,152 | $149,040-77.1% | $120,225-71.6% | $137,256-75.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 16.65% | 605.68%-589.0pp | 439.23%-422.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $522 | $4,350-88.0% | $3,475-85.0% | $4,156-87.4% |
| Participant deferral / active EE | $2,679 | $4,655-42.4% | $3,999-33.0% | $6,407-58.2% |
| Admin fee / account holder | $2,828 | $6,348-55.4% | $5,696-50.3% | $12,270-76.9% |