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 | $80,619 | $102,966-21.7% | $90,281-10.7% | $152,861-47.3% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.4%-29.5pp |
| Annual return | 16.08% | 95.16%-79.1pp | 78.10%-62.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $277 | $3,139-91.2% | $2,854-90.3% | $4,762-94.2% |
| Participant deferral / active EE | $1,711 | $4,281-60.0% | $3,885-56.0% | $5,850-70.8% |
| Admin fee / account holder | $448 | $6,171-92.7% | $5,351-91.6% | $11,596-96.1% |