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 | $43,436 | $202,432-78.5% | $169,368-74.4% | $139,434-68.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.31% | 531.74%-522.4pp | 405.60%-396.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $778 | $4,692-83.4% | $4,013-80.6% | $4,751-83.6% |
| Participant deferral / active EE | $6,006 | $6,938-13.4% | $6,221-3.5% | $6,710-10.5% |
| Admin fee / account holder | $50,271 | $10,708+369.5% | $9,003+458.4% | $11,403+340.9% |