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 | $78,255 | $106,890-26.8% | $84,015-6.9% | $152,861-48.8% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.4%-60.2pp |
| Annual return | 24.44% | 104.99%-80.5pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $836 | $2,734-69.4% | $1,983-57.8% | $4,762-82.4% |
| Participant deferral / active EE | $2,312 | $4,011-42.4% | $3,239-28.6% | $5,850-60.5% |
| Admin fee / account holder | $913 | $8,285-89.0% | $6,101-85.0% | $11,596-92.1% |