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 | $55,734 | $96,635-42.3% | $86,612-35.7% | $139,434-60.0% |
| Participation rate | 65.2% | 74.4%-9.2pp | 71.7%-6.5pp | 80.3%-15.1pp |
| Annual return | 15.80% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $924 | $3,263-71.7% | $3,022-69.4% | $4,751-80.6% |
| Participant deferral / active EE | $2,071 | $4,836-57.2% | $4,438-53.3% | $6,710-69.1% |
| Admin fee / account holder | $1,220 | $6,408-81.0% | $5,614-78.3% | $11,403-89.3% |