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 | $20,440 | $117,983-82.7% | $101,794-79.9% | $142,382-85.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 10.13% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $588 | $2,773-78.8% | $2,289-74.3% | $4,299-86.3% |
| Participant deferral / active EE | $1,194 | $4,714-74.7% | $4,084-70.8% | $6,507-81.6% |
| Admin fee / account holder | $3,659 | $10,433-64.9% | $8,777-58.3% | $12,624-71.0% |