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 | $43,489 | $112,729-61.4% | $98,716-55.9% | $137,256-68.3% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 13.17% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $962 | $2,725-64.7% | $2,279-57.8% | $4,156-76.9% |
| Participant deferral / active EE | $1,408 | $4,640-69.7% | $4,048-65.2% | $6,407-78.0% |
| Admin fee / account holder | $3,404 | $10,129-66.4% | $8,703-60.9% | $12,270-72.3% |