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 | $23,635 | $73,515-67.8% | $62,995-62.5% | $147,584-84.0% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.8%-29.4pp | 82.8%-37.4pp |
| Annual return | 19.62% | 175.43%-155.8pp | 87.57%-68.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $961 | $3,320-71.1% | $2,759-65.2% | $4,876-80.3% |
| Participant deferral / active EE | $1,342 | $4,185-67.9% | $3,329-59.7% | $5,439-75.3% |
| Admin fee / account holder | $1,177 | $5,953-80.2% | $3,600-67.3% | $10,885-89.2% |