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 | $30,602 | $106,515-71.3% | $96,683-68.3% | $139,434-78.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 18.48% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $981 | $4,103-76.1% | $3,737-73.8% | $4,751-79.4% |
| Participant deferral / active EE | $2,059 | $5,454-62.3% | $4,878-57.8% | $6,710-69.3% |
| Admin fee / account holder | $404 | $7,877-94.9% | $6,730-94.0% | $11,403-96.5% |