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 | $42,625 | $232,540-81.7% | $185,117-77.0% | $147,584-71.1% |
| Participation rate | 58.3% | 82.4%-24.0pp | 77.3%-18.9pp | 82.8%-24.5pp |
| Annual return | 17.06% | 43.03%-26.0pp | 40.50%-23.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $793 | $5,195-84.7% | $4,182-81.0% | $4,876-83.7% |
| Participant deferral / active EE | $1,716 | $5,834-70.6% | $5,045-66.0% | $5,439-68.5% |
| Admin fee / account holder | $522 | $10,275-94.9% | $8,159-93.6% | $10,885-95.2% |