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 | $78,478 | $106,890-26.6% | $84,015-6.6% | $152,861-48.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 20.85% | 104.99%-84.1pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $480 | $2,734-82.4% | $1,983-75.8% | $4,762-89.9% |
| Participant deferral / active EE | $4,800 | $4,011+19.7% | $3,239+48.2% | $5,850-18.0% |
| Admin fee / account holder | $676 | $8,285-91.8% | $6,101-88.9% | $11,596-94.2% |