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 | $30,518 | $99,652-69.4% | $78,778-61.3% | $147,584-79.3% |
| Participation rate | 30.8% | 76.2%-45.5pp | 69.2%-38.4pp | 82.8%-52.1pp |
| Annual return | 31.19% | 47.28%-16.1pp | 35.62%-4.4pp | 578.55%-547.4pp |
| Employer contribution / active EE | $621 | $2,796-77.8% | $1,986-68.7% | $4,876-87.3% |
| Participant deferral / active EE | $4,571 | $3,664+24.8% | $2,958+54.5% | $5,439-15.9% |
| Admin fee / account holder | $502 | $7,155-93.0% | $5,134-90.2% | $10,885-95.4% |