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 | $43,187 | $232,540-81.4% | $185,117-76.7% | $147,584-70.7% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 16.13% | 43.03%-26.9pp | 40.50%-24.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $995 | $5,195-80.9% | $4,182-76.2% | $4,876-79.6% |
| Participant deferral / active EE | $1,216 | $5,834-79.1% | $5,045-75.9% | $5,439-77.6% |
| Admin fee / account holder | $1,117 | $10,275-89.1% | $8,159-86.3% | $10,885-89.7% |