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 8-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 | $10,892 | $102,966-89.4% | $90,281-87.9% | $152,861-92.9% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 29.05% | 95.16%-66.1pp | 78.10%-49.0pp | 345.32%-316.3pp |
| Employer contribution / active EE | $938 | $3,139-70.1% | $2,854-67.1% | $4,762-80.3% |
| Participant deferral / active EE | $3,314 | $4,281-22.6% | $3,885-14.7% | $5,850-43.3% |
| Admin fee / account holder | $961 | $6,171-84.4% | $5,351-82.0% | $11,596-91.7% |