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 | $25,208 | $176,377-85.7% | $134,143-81.2% | $158,922-84.1% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 13.80% | 63.63%-49.8pp | 36.33%-22.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $677 | $5,040-86.6% | $3,704-81.7% | $4,761-85.8% |
| Participant deferral / active EE | $1,782 | $4,091-56.4% | $3,499-49.1% | $5,982-70.2% |
| Admin fee / account holder | $574 | $8,718-93.4% | $6,684-91.4% | $11,246-94.9% |