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 | $30,091 | $109,327-72.5% | $89,391-66.3% | $158,922-81.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 24.03% | 345.68%-321.6pp | 245.62%-221.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $834 | $3,170-73.7% | $2,586-67.8% | $4,761-82.5% |
| Participant deferral / active EE | $1,005 | $4,598-78.1% | $3,890-74.2% | $5,982-83.2% |
| Admin fee / account holder | $561 | $6,153-90.9% | $4,881-88.5% | $11,246-95.0% |