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 | $29,734 | $107,934-72.5% | $91,989-67.7% | $152,861-80.5% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 16.85% | 89.24%-72.4pp | 69.02%-52.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $868 | $4,210-79.4% | $3,452-74.9% | $4,762-81.8% |
| Participant deferral / active EE | $3,240 | $6,364-49.1% | $5,923-45.3% | $5,850-44.6% |
| Admin fee / account holder | $12,106 | $10,520+15.1% | $7,743+56.3% | $11,596+4.4% |