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 | $66,608 | $104,251-36.1% | $91,001-26.8% | $147,584-54.9% |
| Participation rate | 52.6% | 78.2%-25.6pp | 75.6%-23.0pp | 82.8%-30.2pp |
| Annual return | 16.23% | 27.06%-10.8pp | 4.60%+11.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $497 | $3,116-84.0% | $2,456-79.7% | $4,876-89.8% |
| Participant deferral / active EE | $2,361 | $4,195-43.7% | $3,547-33.5% | $5,439-56.6% |
| Admin fee / account holder | $869 | $8,948-90.3% | $5,417-84.0% | $10,885-92.0% |