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 | $31,730 | $102,966-69.2% | $90,281-64.9% | $152,861-79.2% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.4%-29.5pp |
| Annual return | 16.62% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $498 | $3,139-84.1% | $2,854-82.6% | $4,762-89.6% |
| Participant deferral / active EE | $2,184 | $4,281-49.0% | $3,885-43.8% | $5,850-62.7% |
| Admin fee / account holder | $6,716 | $6,171+8.8% | $5,351+25.5% | $11,596-42.1% |