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 | $29,649 | $165,912-82.1% | $122,332-75.8% | $147,584-79.9% |
| Participation rate | 47.8% | 79.6%-31.7pp | 71.6%-23.8pp | 82.8%-35.0pp |
| Annual return | 13.60% | 34.55%-20.9pp | 30.27%-16.7pp | 578.55%-564.9pp |
| Employer contribution / active EE | $192 | $5,754-96.7% | $4,050-95.3% | $4,876-96.1% |
| Participant deferral / active EE | $1,618 | $4,005-59.6% | $3,287-50.8% | $5,439-70.3% |
| Admin fee / account holder | $5,641 | $7,424-24.0% | $5,478+3.0% | $10,885-48.2% |