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 | $22,143 | $100,773-78.0% | $88,946-75.1% | $142,382-84.4% |
| Participation rate | 13.6% | 74.3%-60.6pp | 68.8%-55.2pp | 80.1%-66.5pp |
| Annual return | 11.06% | 70.18%-59.1pp | 57.82%-46.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,511 | $5,230-71.1% | $4,581-67.0% | $6,507-76.8% |
| Admin fee / account holder | $7,534 | $9,693-22.3% | $8,261-8.8% | $12,624-40.3% |