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 | $8,356 | $156,846-94.7% | $121,098-93.1% | $139,434-94.0% |
| Participation rate | 38.9% | 76.4%-37.5pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 14.68% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $374 | $5,536-93.2% | $4,164-91.0% | $4,751-92.1% |
| Participant deferral / active EE | $856 | $4,844-82.3% | $4,080-79.0% | $6,710-87.2% |
| Admin fee / account holder | $2,783 | $6,946-59.9% | $5,644-50.7% | $11,403-75.6% |