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 | $22,415 | $110,261-79.7% | $95,745-76.6% | $139,434-83.9% |
| Participation rate | 43.8% | 75.8%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 12.89% | 27.11%-14.2pp | 28.35%-15.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $441 | $3,257-86.5% | $2,835-84.5% | $4,751-90.7% |
| Participant deferral / active EE | $765 | $4,676-83.6% | $4,245-82.0% | $6,710-88.6% |
| Admin fee / account holder | $11,572 | $6,613+75.0% | $5,678+103.8% | $11,403+1.5% |