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 | $21,005 | $99,020-78.8% | $86,590-75.7% | $147,584-85.8% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 13.77% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $795 | $3,132-74.6% | $2,839-72.0% | $4,876-83.7% |
| Participant deferral / active EE | $1,180 | $3,972-70.3% | $3,609-67.3% | $5,439-78.3% |
| Admin fee / account holder | $1,394 | $5,710-75.6% | $4,906-71.6% | $10,885-87.2% |