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 | $26,725 | $140,940-81.0% | $112,229-76.2% | $139,434-80.8% |
| Participation rate | 47.8% | 79.2%-31.4pp | 72.4%-24.6pp | 80.3%-32.5pp |
| Annual return | 10.05% | 32.71%-22.7pp | 30.20%-20.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $893 | $4,283-79.1% | $3,430-74.0% | $4,751-81.2% |
| Participant deferral / active EE | $1,646 | $5,874-72.0% | $4,798-65.7% | $6,710-75.5% |
| Admin fee / account holder | $1,103 | $9,954-88.9% | $7,748-85.8% | $11,403-90.3% |