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 | $36,759 | $109,982-66.6% | $97,226-62.2% | $145,922-74.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.95% | 242.90%-231.0pp | 75.13%-63.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $361 | $3,084-88.3% | $2,729-86.8% | $4,660-92.3% |
| Participant deferral / active EE | $2,971 | $4,676-36.5% | $4,264-30.3% | $6,688-55.6% |
| Admin fee / account holder | $429 | $6,221-93.1% | $5,654-92.4% | $13,397-96.8% |