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 | $21,784 | $102,966-78.8% | $90,281-75.9% | $152,861-85.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 16.04% | 95.16%-79.1pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $181 | $3,139-94.2% | $2,854-93.6% | $4,762-96.2% |
| Participant deferral / active EE | $1,073 | $4,281-74.9% | $3,885-72.4% | $5,850-81.7% |
| Admin fee / account holder | $1,720 | $6,171-72.1% | $5,351-67.9% | $11,596-85.2% |