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 | $51,657 | $126,519-59.2% | $106,201-51.4% | $145,959-64.6% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 8.41% | 225.10%-216.7pp | 116.26%-107.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $900 | $3,726-75.8% | $3,170-71.6% | $4,661-80.7% |
| Participant deferral / active EE | $1,950 | $5,716-65.9% | $5,012-61.1% | $6,689-70.8% |
| Admin fee / account holder | $1,451 | $17,312-91.6% | $11,039-86.9% | $13,398-89.2% |