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 | $45,101 | $104,974-57.0% | $95,585-52.8% | $142,382-68.3% |
| Participation rate | 41.2% | 75.0%-33.8pp | 72.1%-30.9pp | 80.1%-38.9pp |
| Annual return | 11.62% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $853 | $2,779-69.3% | $2,527-66.2% | $4,299-80.2% |
| Participant deferral / active EE | $1,647 | $4,352-62.1% | $4,023-59.1% | $6,507-74.7% |
| Admin fee / account holder | $516 | $6,386-91.9% | $6,127-91.6% | $12,624-95.9% |