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 | $17,302 | $105,998-83.7% | $92,233-81.2% | $147,584-88.3% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 10.11% | 50.05%-39.9pp | 176.28%-166.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $918 | $4,333-78.8% | $3,679-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $1,504 | $4,478-66.4% | $3,897-61.4% | $5,439-72.3% |
| Admin fee / account holder | $9,154 | $6,332+44.6% | $5,194+76.3% | $10,885-15.9% |