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 | $25,706 | $74,888-65.7% | $71,209-63.9% | $142,382-81.9% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.1%-41.2pp |
| Annual return | 16.12% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $429 | $2,854-85.0% | $2,721-84.2% | $4,299-90.0% |
| Participant deferral / active EE | $1,159 | $4,454-74.0% | $4,175-72.2% | $6,507-82.2% |
| Admin fee / account holder | $689 | $5,568-87.6% | $5,349-87.1% | $12,624-94.5% |