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 | $40,324 | $117,381-65.6% | $99,443-59.5% | $152,861-73.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 21.57% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $880 | $3,013-70.8% | $2,540-65.4% | $4,762-81.5% |
| Participant deferral / active EE | $3,024 | $4,086-26.0% | $3,619-16.4% | $5,850-48.3% |
| Admin fee / account holder | $4,611 | $7,631-39.6% | $6,250-26.2% | $11,596-60.2% |