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 | $35,723 | $96,635-63.0% | $86,612-58.8% | $139,434-74.4% |
| Participation rate | 47.6% | 74.4%-26.8pp | 71.7%-24.1pp | 80.3%-32.7pp |
| Annual return | 18.03% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $634 | $3,263-80.6% | $3,022-79.0% | $4,751-86.7% |
| Participant deferral / active EE | $1,349 | $4,836-72.1% | $4,438-69.6% | $6,710-79.9% |
| Admin fee / account holder | $796 | $6,408-87.6% | $5,614-85.8% | $11,403-93.0% |