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 | $66,285 | $116,175-42.9% | $93,606-29.2% | $152,861-56.6% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.4%-49.1pp |
| Annual return | 15.27% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $540 | $3,218-83.2% | $2,718-80.1% | $4,762-88.7% |
| Participant deferral / active EE | $1,844 | $4,603-60.0% | $4,069-54.7% | $5,850-68.5% |
| Admin fee / account holder | $738 | $10,748-93.1% | $7,888-90.7% | $11,596-93.6% |