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 | $19,118 | $112,729-83.0% | $98,716-80.6% | $137,256-86.1% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 17.40% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $540 | $2,725-80.2% | $2,279-76.3% | $4,156-87.0% |
| Participant deferral / active EE | $1,640 | $4,640-64.7% | $4,048-59.5% | $6,407-74.4% |
| Admin fee / account holder | $958 | $10,129-90.5% | $8,703-89.0% | $12,270-92.2% |