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 | $26,927 | $106,890-74.8% | $84,015-68.0% | $152,861-82.4% |
| Participation rate | 52.6% | 75.2%-22.6pp | 69.0%-16.4pp | 82.4%-29.8pp |
| Annual return | 22.57% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $985 | $2,734-64.0% | $1,983-50.3% | $4,762-79.3% |
| Participant deferral / active EE | $2,305 | $4,011-42.5% | $3,239-28.8% | $5,850-60.6% |
| Admin fee / account holder | $1,558 | $8,285-81.2% | $6,101-74.5% | $11,596-86.6% |