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 | $23,088 | $101,069-77.2% | $81,478-71.7% | $147,584-84.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 12.08% | 32.40%-20.3pp | 38.78%-26.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $762 | $3,205-76.2% | $2,568-70.3% | $4,876-84.4% |
| Participant deferral / active EE | $2,473 | $4,242-41.7% | $3,537-30.1% | $5,439-54.5% |
| Admin fee / account holder | $789 | $5,812-86.4% | $4,561-82.7% | $10,885-92.8% |