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 | $15,699 | $100,901-84.4% | $75,670-79.3% | $147,584-89.4% |
| Participation rate | 15.8% | 77.1%-61.3pp | 72.3%-56.6pp | 82.8%-67.0pp |
| Annual return | 24.64% | 35.78%-11.1pp | 27.34%-2.7pp | 578.55%-553.9pp |
| Employer contribution / active EE | $302 | $3,253-90.7% | $2,352-87.1% | $4,876-93.8% |
| Participant deferral / active EE | $1,039 | $4,027-74.2% | $3,142-66.9% | $5,439-80.9% |
| Admin fee / account holder | $351 | $11,285-96.9% | $5,800-93.9% | $10,885-96.8% |