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 | $26,098 | $106,890-75.6% | $84,015-68.9% | $152,861-82.9% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 24.90% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $791 | $2,734-71.1% | $1,983-60.1% | $4,762-83.4% |
| Participant deferral / active EE | $2,583 | $4,011-35.6% | $3,239-20.2% | $5,850-55.8% |
| Admin fee / account holder | $1,573 | $8,285-81.0% | $6,101-74.2% | $11,596-86.4% |