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 | $12,488 | $109,327-88.6% | $89,391-86.0% | $158,922-92.1% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.0%-21.8pp | 82.0%-35.8pp |
| Annual return | 18.99% | 345.68%-326.7pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,113 | $3,170-64.9% | $2,586-56.9% | $4,761-76.6% |
| Participant deferral / active EE | $3,168 | $4,598-31.1% | $3,890-18.6% | $5,982-47.0% |
| Admin fee / account holder | $693 | $6,153-88.7% | $4,881-85.8% | $11,246-93.8% |