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 | $16,716 | $85,202-80.4% | $172,739-90.3% | $72,985-77.1% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 21.28% | 27.32%-6.0pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $794 | $3,324-76.1% | $5,143-84.6% | $2,440-67.4% |
| Participant deferral / active EE | $916 | $3,260-71.9% | $5,198-82.4% | $3,607-74.6% |
| Admin fee / account holder | $1,092 | $5,884-81.4% | $13,954-92.2% | $5,124-78.7% |