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 | $59,995 | $109,327-45.1% | $89,391-32.9% | $158,922-62.2% |
| Participation rate | 11.1% | 74.3%-63.1pp | 68.0%-56.9pp | 82.0%-70.8pp |
| Annual return | 15.78% | 345.68%-329.9pp | 245.62%-229.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $347 | $3,170-89.1% | $2,586-86.6% | $4,761-92.7% |
| Participant deferral / active EE | $1,444 | $4,598-68.6% | $3,890-62.9% | $5,982-75.9% |
| Admin fee / account holder | $776 | $6,153-87.4% | $4,881-84.1% | $11,246-93.1% |