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 | $18,093 | $117,381-84.6% | $99,443-81.8% | $152,861-88.2% |
| Participation rate | 14.3% | 77.5%-63.3pp | 73.8%-59.5pp | 82.4%-68.2pp |
| Annual return | 23.77% | 31.87%-8.1pp | 30.72%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $989 | $3,013-67.2% | $2,540-61.1% | $4,762-79.2% |
| Participant deferral / active EE | $5,176 | $4,086+26.7% | $3,619+43.0% | $5,850-11.5% |
| Admin fee / account holder | $25,637 | $7,631+236.0% | $6,250+310.2% | $11,596+121.1% |