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 | $83,917 | $112,729-25.6% | $98,716-15.0% | $137,256-38.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 17.13% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $888 | $2,725-67.4% | $2,279-61.0% | $4,156-78.6% |
| Participant deferral / active EE | $2,220 | $4,640-52.2% | $4,048-45.2% | $6,407-65.3% |
| Admin fee / account holder | $500 | $10,129-95.1% | $8,703-94.3% | $12,270-95.9% |