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 | $16,830 | $102,966-83.7% | $90,281-81.4% | $152,861-89.0% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 34.01% | 95.16%-61.2pp | 78.10%-44.1pp | 345.32%-311.3pp |
| Employer contribution / active EE | $672 | $3,139-78.6% | $2,854-76.4% | $4,762-85.9% |
| Participant deferral / active EE | $1,403 | $4,281-67.2% | $3,885-63.9% | $5,850-76.0% |
| Admin fee / account holder | $423 | $6,171-93.1% | $5,351-92.1% | $11,596-96.4% |