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 | $30,458 | $103,376-70.5% | $87,100-65.0% | $152,861-80.1% |
| Participation rate | 52.2% | 79.3%-27.2pp | 76.9%-24.7pp | 82.4%-30.3pp |
| Annual return | 13.88% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $757 | $3,220-76.5% | $2,521-70.0% | $4,762-84.1% |
| Participant deferral / active EE | $1,582 | $4,778-66.9% | $4,049-60.9% | $5,850-73.0% |
| Admin fee / account holder | $16,100 | $12,205+31.9% | $7,497+114.8% | $11,596+38.8% |