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 | $20,815 | $77,419-73.1% | $69,455-70.0% | $152,861-86.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 24.13% | 39.06%-14.9pp | 28.97%-4.8pp | 345.32%-321.2pp |
| Employer contribution / active EE | $612 | $3,315-81.5% | $2,779-78.0% | $4,762-87.2% |
| Participant deferral / active EE | $936 | $4,414-78.8% | $3,535-73.5% | $5,850-84.0% |
| Admin fee / account holder | $1,976 | $6,207-68.2% | $3,839-48.5% | $11,596-83.0% |