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 | $33,615 | $116,175-71.1% | $93,606-64.1% | $152,861-78.0% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.4%-13.7pp |
| Annual return | 17.14% | 35.96%-18.8pp | 32.76%-15.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $892 | $3,218-72.3% | $2,718-67.2% | $4,762-81.3% |
| Participant deferral / active EE | $1,343 | $4,603-70.8% | $4,069-67.0% | $5,850-77.0% |
| Admin fee / account holder | $7,776 | $10,748-27.7% | $7,888-1.4% | $11,596-32.9% |