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 | $14,812 | $102,966-85.6% | $90,281-83.6% | $152,861-90.3% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.4%-14.3pp |
| Annual return | 18.72% | 95.16%-76.4pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $716 | $3,139-77.2% | $2,854-74.9% | $4,762-85.0% |
| Participant deferral / active EE | $1,130 | $4,281-73.6% | $3,885-70.9% | $5,850-80.7% |
| Admin fee / account holder | $7,237 | $6,171+17.3% | $5,351+35.2% | $11,596-37.6% |