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 | $15,962 | $99,020-83.9% | $86,590-81.6% | $147,584-89.2% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 13.70% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $491 | $3,132-84.3% | $2,839-82.7% | $4,876-89.9% |
| Participant deferral / active EE | $657 | $3,972-83.5% | $3,609-81.8% | $5,439-87.9% |
| Admin fee / account holder | $1,275 | $5,710-77.7% | $4,906-74.0% | $10,885-88.3% |