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 | $44,278 | $226,064-80.4% | $182,532-75.7% | $152,861-71.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 18.12% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $581 | $4,978-88.3% | $4,076-85.8% | $4,762-87.8% |
| Participant deferral / active EE | $2,079 | $6,368-67.4% | $5,524-62.4% | $5,850-64.5% |
| Admin fee / account holder | $473 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |