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 | $20,147 | $113,339-82.2% | $94,993-78.8% | $147,584-86.3% |
| Participation rate | 29.2% | 78.0%-48.8pp | 73.9%-44.7pp | 82.8%-53.7pp |
| Annual return | 17.38% | 20.77%-3.4pp | 27.12%-9.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $194 | $3,160-93.9% | $2,603-92.6% | $4,876-96.0% |
| Participant deferral / active EE | $740 | $3,777-80.4% | $3,317-77.7% | $5,439-86.4% |
| Admin fee / account holder | $4,141 | $6,063-31.7% | $4,960-16.5% | $10,885-62.0% |