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 | $127,369 | $104,664+21.7% | $85,682+48.7% | $167,490-24.0% |
| Participation rate | 22.2% | 76.4%-54.1pp | 69.9%-47.6pp | 82.1%-59.9pp |
| Annual return | 15.58% | 21.45%-5.9pp | 21.49%-5.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $557 | $3,337-83.3% | $2,618-78.7% | $4,837-88.5% |
| Participant deferral / active EE | $3,703 | $4,824-23.2% | $3,923-5.6% | $6,341-41.6% |
| Admin fee / account holder | $501 | $10,032-95.0% | $6,873-92.7% | $12,309-95.9% |