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 | $38,373 | $101,069-62.0% | $81,478-52.9% | $147,584-74.0% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 16.02% | 32.40%-16.4pp | 38.78%-22.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $784 | $3,205-75.5% | $2,568-69.5% | $4,876-83.9% |
| Participant deferral / active EE | $1,465 | $4,242-65.5% | $3,537-58.6% | $5,439-73.1% |
| Admin fee / account holder | $1,479 | $5,812-74.6% | $4,561-67.6% | $10,885-86.4% |