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 | $31,131 | $102,547-69.6% | $78,210-60.2% | $147,584-78.9% |
| Participation rate | 40.9% | 74.4%-33.5pp | 68.7%-27.8pp | 82.8%-41.9pp |
| Annual return | 10.10% | 51.08%-41.0pp | 40.90%-30.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $194 | $2,617-92.6% | $2,034-90.5% | $4,876-96.0% |
| Participant deferral / active EE | $2,706 | $3,481-22.3% | $2,823-4.1% | $5,439-50.3% |
| Admin fee / account holder | $5,364 | $5,059+6.0% | $3,758+42.7% | $10,885-50.7% |