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 | $41,640 | $106,890-61.0% | $84,015-50.4% | $152,861-72.8% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | 17.29% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $607 | $2,734-77.8% | $1,983-69.4% | $4,762-87.3% |
| Participant deferral / active EE | $1,570 | $4,011-60.9% | $3,239-51.5% | $5,850-73.2% |
| Admin fee / account holder | $438 | $8,285-94.7% | $6,101-92.8% | $11,596-96.2% |