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 | $29,909 | $112,096-73.3% | $95,952-68.8% | $158,922-81.2% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 29.70% | 171.09%-141.4pp | 91.61%-61.9pp | 302.83%-273.1pp |
| Employer contribution / active EE | $941 | $3,198-70.6% | $2,541-63.0% | $4,761-80.2% |
| Participant deferral / active EE | $1,800 | $4,784-62.4% | $4,167-56.8% | $5,982-69.9% |
| Admin fee / account holder | $957 | $10,130-90.6% | $6,795-85.9% | $11,246-91.5% |