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 | $42,735 | $105,931-59.7% | $81,930-47.8% | $158,922-73.1% |
| Participation rate | 26.7% | 75.6%-48.9pp | 72.0%-45.3pp | 82.0%-55.3pp |
| Annual return | 10.85% | 38.17%-27.3pp | 29.49%-18.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $572 | $7,800-92.7% | $4,310-86.7% | $4,761-88.0% |
| Participant deferral / active EE | $3,618 | $13,003-72.2% | $7,107-49.1% | $5,982-39.5% |
| Admin fee / account holder | $5,035 | $8,489-40.7% | $5,158-2.4% | $11,246-55.2% |