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 | $33,970 | $202,432-83.2% | $169,368-79.9% | $139,434-75.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.13% | 531.74%-519.6pp | 405.60%-393.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $580 | $4,692-87.6% | $4,013-85.5% | $4,751-87.8% |
| Participant deferral / active EE | $1,283 | $6,938-81.5% | $6,221-79.4% | $6,710-80.9% |
| Admin fee / account holder | $937 | $10,708-91.3% | $9,003-89.6% | $11,403-91.8% |