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 | $23,145 | $159,602-85.5% | $150,045-84.6% | $142,382-83.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.39% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $911 | $4,961-81.6% | $4,693-80.6% | $4,299-78.8% |
| Participant deferral / active EE | $2,488 | $8,310-70.1% | $7,997-68.9% | $6,507-61.8% |
| Admin fee / account holder | $1,019 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |