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 | $30,107 | $78,705-61.7% | $117,854-74.5% | $70,131-57.1% |
| Participation rate | 62.2% | 73.2%-10.9pp | 79.7%-17.4pp | 69.5%-7.3pp |
| Annual return | 26.58% | 23.30%+3.3pp | 335.08%-308.5pp | 73.14%-46.6pp |
| Employer contribution / active EE | $886 | $2,223-60.1% | $3,786-76.6% | $2,342-62.2% |
| Participant deferral / active EE | $2,045 | $3,297-38.0% | $4,482-54.4% | $3,332-38.6% |
| Admin fee / account holder | $1,853 | $5,065-63.4% | $8,020-76.9% | $4,645-60.1% |