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 | $59,596 | $104,907-43.2% | $84,611-29.6% | $152,861-61.0% |
| Participation rate | 46.2% | 74.8%-28.7pp | 68.2%-22.1pp | 82.4%-36.3pp |
| Annual return | 13.51% | 373.79%-360.3pp | 258.74%-245.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $318 | $3,302-90.4% | $2,652-88.0% | $4,762-93.3% |
| Participant deferral / active EE | $1,752 | $4,688-62.6% | $3,899-55.1% | $5,850-70.0% |
| Admin fee / account holder | $11,222 | $6,241+79.8% | $4,912+128.4% | $11,596-3.2% |