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 | $32,686 | $129,217-74.7% | $93,406-65.0% | $158,922-79.4% |
| Participation rate | 41.7% | 71.0%-29.3pp | 66.8%-25.1pp | 82.0%-40.3pp |
| Annual return | 16.61% | 118.21%-101.6pp | 78.05%-61.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $462 | $2,711-83.0% | $2,075-77.7% | $4,761-90.3% |
| Participant deferral / active EE | $1,997 | $3,909-48.9% | $3,126-36.1% | $5,982-66.6% |
| Admin fee / account holder | $3,224 | $7,383-56.3% | $5,230-38.4% | $11,246-71.3% |