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 | $20,128 | $100,901-80.1% | $75,670-73.4% | $147,584-86.4% |
| Participation rate | 69.6% | 77.1%-7.6pp | 72.3%-2.8pp | 82.8%-13.3pp |
| Annual return | 8.43% | 35.78%-27.4pp | 27.34%-18.9pp | 578.55%-570.1pp |
| Employer contribution / active EE | $749 | $3,253-77.0% | $2,352-68.2% | $4,876-84.6% |
| Participant deferral / active EE | $1,185 | $4,027-70.6% | $3,142-62.3% | $5,439-78.2% |
| Admin fee / account holder | $10,301 | $11,285-8.7% | $5,800+77.6% | $10,885-5.4% |