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 | $69,687 | $106,890-34.8% | $84,015-17.1% | $152,861-54.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 19.11% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $921 | $2,734-66.3% | $1,983-53.6% | $4,762-80.7% |
| Participant deferral / active EE | $3,889 | $4,011-3.1% | $3,239+20.1% | $5,850-33.5% |
| Admin fee / account holder | $326 | $8,285-96.1% | $6,101-94.6% | $11,596-97.2% |