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 | $57,688 | $118,680-51.4% | $98,907-41.7% | $158,922-63.7% |
| Participation rate | 61.9% | 77.8%-15.9pp | 76.0%-14.1pp | 82.0%-20.1pp |
| Annual return | 6.07% | 372.35%-366.3pp | 196.43%-190.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $940 | $3,333-71.8% | $2,689-65.0% | $4,761-80.3% |
| Participant deferral / active EE | $1,414 | $5,088-72.2% | $4,244-66.7% | $5,982-76.4% |
| Admin fee / account holder | $5,033 | $10,131-50.3% | $6,642-24.2% | $11,246-55.2% |