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 | $37,074 | $81,632-54.6% | $70,449-47.4% | $158,922-76.7% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 13.27% | 208.40%-195.1pp | 109.03%-95.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $737 | $3,217-77.1% | $2,737-73.1% | $4,761-84.5% |
| Participant deferral / active EE | $1,069 | $4,554-76.5% | $3,709-71.2% | $5,982-82.1% |
| Admin fee / account holder | $341 | $6,193-94.5% | $3,845-91.1% | $11,246-97.0% |