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 | $13,084 | $99,020-86.8% | $86,590-84.9% | $147,584-91.1% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $679 | $3,132-78.3% | $2,839-76.1% | $4,876-86.1% |
| Participant deferral / active EE | $679 | $3,972-82.9% | $3,609-81.2% | $5,439-87.5% |
| Admin fee / account holder | $918 | $5,710-83.9% | $4,906-81.3% | $10,885-91.6% |