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 | $28,413 | $165,912-82.9% | $122,332-76.8% | $147,584-80.7% |
| Participation rate | 68.8% | 79.6%-10.8pp | 71.6%-2.9pp | 82.8%-14.1pp |
| Annual return | 14.18% | 34.55%-20.4pp | 30.27%-16.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $188 | $5,754-96.7% | $4,050-95.4% | $4,876-96.1% |
| Participant deferral / active EE | $1,313 | $4,005-67.2% | $3,287-60.0% | $5,439-75.9% |
| Admin fee / account holder | $2,755 | $7,424-62.9% | $5,478-49.7% | $10,885-74.7% |