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 | $19,487 | $110,261-82.3% | $95,745-79.6% | $139,434-86.0% |
| Participation rate | 68.4% | 75.8%-7.3pp | 72.3%-3.8pp | 80.3%-11.9pp |
| Annual return | 16.39% | 27.11%-10.7pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $623 | $3,257-80.9% | $2,835-78.0% | $4,751-86.9% |
| Participant deferral / active EE | $1,263 | $4,676-73.0% | $4,245-70.3% | $6,710-81.2% |
| Admin fee / account holder | $1,705 | $6,613-74.2% | $5,678-70.0% | $11,403-85.1% |