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 | $13,694 | $102,616-86.7% | $81,983-83.3% | $158,922-91.4% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.2%-5.6pp | 82.0%-18.3pp |
| Annual return | 13.08% | 61.04%-48.0pp | 41.31%-28.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $684 | $3,240-78.9% | $2,498-72.6% | $4,761-85.6% |
| Participant deferral / active EE | $1,136 | $4,648-75.6% | $3,722-69.5% | $5,982-81.0% |
| Admin fee / account holder | $956 | $8,235-88.4% | $5,664-83.1% | $11,246-91.5% |