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 | $69,502 | $102,547-32.2% | $78,210-11.1% | $147,584-52.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 18.29% | 51.08%-32.8pp | 40.90%-22.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $836 | $2,617-68.1% | $2,034-58.9% | $4,876-82.9% |
| Participant deferral / active EE | $3,905 | $3,481+12.2% | $2,823+38.3% | $5,439-28.2% |
| Admin fee / account holder | $1,549 | $5,059-69.4% | $3,758-58.8% | $10,885-85.8% |