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 | $27,899 | $103,376-73.0% | $87,100-68.0% | $152,861-81.7% |
| Participation rate | 31.3% | 79.3%-48.1pp | 76.9%-45.6pp | 82.4%-51.2pp |
| Annual return | 20.01% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $895 | $3,220-72.2% | $2,521-64.5% | $4,762-81.2% |
| Participant deferral / active EE | $2,834 | $4,778-40.7% | $4,049-30.0% | $5,850-51.5% |
| Admin fee / account holder | $1,409 | $12,205-88.5% | $7,497-81.2% | $11,596-87.9% |