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 | $27,190 | $118,849-77.1% | $96,562-71.8% | $167,490-83.8% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 12.83% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $772 | $3,120-75.2% | $2,356-67.2% | $4,837-84.0% |
| Participant deferral / active EE | $1,211 | $4,616-73.8% | $3,849-68.5% | $6,341-80.9% |
| Admin fee / account holder | $991 | $8,065-87.7% | $6,181-84.0% | $12,309-91.9% |