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 | $25,546 | $232,540-89.0% | $185,117-86.2% | $147,584-82.7% |
| Participation rate | 40.9% | 82.4%-41.4pp | 77.3%-36.4pp | 82.8%-41.9pp |
| Annual return | 16.58% | 43.03%-26.5pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $794 | $5,195-84.7% | $4,182-81.0% | $4,876-83.7% |
| Participant deferral / active EE | $2,965 | $5,834-49.2% | $5,045-41.2% | $5,439-45.5% |
| Admin fee / account holder | $597 | $10,275-94.2% | $8,159-92.7% | $10,885-94.5% |