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 | $34,803 | $165,912-79.0% | $122,332-71.5% | $147,584-76.4% |
| Participation rate | 53.8% | 79.6%-25.7pp | 71.6%-17.8pp | 82.8%-29.0pp |
| Annual return | 8.97% | 34.55%-25.6pp | 30.27%-21.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $823 | $5,754-85.7% | $4,050-79.7% | $4,876-83.1% |
| Participant deferral / active EE | $986 | $4,005-75.4% | $3,287-70.0% | $5,439-81.9% |
| Admin fee / account holder | $17,917 | $7,424+141.3% | $5,478+227.1% | $10,885+64.6% |