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 | $23,567 | $101,069-76.7% | $81,478-71.1% | $147,584-84.0% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 16.49% | 32.40%-15.9pp | 38.78%-22.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $209 | $3,205-93.5% | $2,568-91.8% | $4,876-95.7% |
| Participant deferral / active EE | $2,660 | $4,242-37.3% | $3,537-24.8% | $5,439-51.1% |
| Admin fee / account holder | $2,576 | $5,812-55.7% | $4,561-43.5% | $10,885-76.3% |