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 | $33,670 | $101,069-66.7% | $81,478-58.7% | $147,584-77.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 18.53% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $455 | $3,205-85.8% | $2,568-82.3% | $4,876-90.7% |
| Participant deferral / active EE | $2,143 | $4,242-49.5% | $3,537-39.4% | $5,439-60.6% |
| Admin fee / account holder | $1,104 | $5,812-81.0% | $4,561-75.8% | $10,885-89.9% |