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 | $31,480 | $118,849-73.5% | $96,562-67.4% | $167,490-81.2% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 16.23% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.3pp |
| Employer contribution / active EE | $872 | $3,120-72.1% | $2,356-63.0% | $4,837-82.0% |
| Participant deferral / active EE | $2,981 | $4,616-35.4% | $3,849-22.6% | $6,341-53.0% |
| Admin fee / account holder | $1,712 | $8,065-78.8% | $6,181-72.3% | $12,309-86.1% |