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 | $29,700 | $81,632-63.6% | $70,449-57.8% | $158,922-81.3% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 15.75% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $661 | $3,217-79.5% | $2,737-75.9% | $4,761-86.1% |
| Participant deferral / active EE | $1,408 | $4,554-69.1% | $3,709-62.0% | $5,982-76.5% |
| Admin fee / account holder | $9,395 | $6,193+51.7% | $3,845+144.3% | $11,246-16.5% |