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 | $33,346 | $232,540-85.7% | $185,117-82.0% | $147,584-77.4% |
| Participation rate | 23.5% | 82.4%-58.8pp | 77.3%-53.7pp | 82.8%-59.3pp |
| Annual return | 30.61% | 43.03%-12.4pp | 40.50%-9.9pp | 578.55%-547.9pp |
| Employer contribution / active EE | $930 | $5,195-82.1% | $4,182-77.8% | $4,876-80.9% |
| Participant deferral / active EE | $3,339 | $5,834-42.8% | $5,045-33.8% | $5,439-38.6% |
| Admin fee / account holder | $19,000 | $10,275+84.9% | $8,159+132.9% | $10,885+74.5% |