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 | $8,631 | $99,921-91.4% | $85,009-89.8% | $145,959-94.1% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 11.74% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $423 | $3,233-86.9% | $2,728-84.5% | $4,661-90.9% |
| Participant deferral / active EE | $1,347 | $5,293-74.6% | $4,522-70.2% | $6,689-79.9% |
| Admin fee / account holder | $2,923 | $7,252-59.7% | $6,153-52.5% | $13,398-78.2% |