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 | $39,997 | $165,912-75.9% | $122,332-67.3% | $147,584-72.9% |
| Participation rate | 47.1% | 79.6%-32.5pp | 71.6%-24.6pp | 82.8%-35.8pp |
| Annual return | 12.86% | 34.55%-21.7pp | 30.27%-17.4pp | 578.55%-565.7pp |
| Employer contribution / active EE | $681 | $5,754-88.2% | $4,050-83.2% | $4,876-86.0% |
| Participant deferral / active EE | $2,225 | $4,005-44.4% | $3,287-32.3% | $5,439-59.1% |
| Admin fee / account holder | $29,695 | $7,424+300.0% | $5,478+442.1% | $10,885+172.8% |