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 | $23,823 | $105,859-77.5% | $90,160-73.6% | $147,584-83.9% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | 19.23% | 37.63%-18.4pp | 34.88%-15.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,813 | $4,126-56.1% | $3,318-45.4% | $4,876-62.8% |
| Participant deferral / active EE | $2,878 | $5,733-49.8% | $5,288-45.6% | $5,439-47.1% |
| Admin fee / account holder | $311 | $8,046-96.1% | $5,943-94.8% | $10,885-97.1% |