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 | $13,268 | $102,616-87.1% | $81,983-83.8% | $158,922-91.7% |
| Participation rate | 53.3% | 75.5%-22.2pp | 69.2%-15.9pp | 82.0%-28.6pp |
| Annual return | 19.16% | 61.04%-41.9pp | 41.31%-22.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $890 | $3,240-72.5% | $2,498-64.4% | $4,761-81.3% |
| Participant deferral / active EE | $1,324 | $4,648-71.5% | $3,722-64.4% | $5,982-77.9% |
| Admin fee / account holder | $2,121 | $8,235-74.2% | $5,664-62.5% | $11,246-81.1% |