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 | $19,627 | $112,881-82.6% | $90,951-78.4% | $158,922-87.7% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.5pp | 82.0%-43.5pp |
| Annual return | 7.71% | 215.79%-208.1pp | 134.60%-126.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $529 | $2,893-81.7% | $2,122-75.1% | $4,761-88.9% |
| Participant deferral / active EE | $1,808 | $4,128-56.2% | $3,373-46.4% | $5,982-69.8% |
| Admin fee / account holder | $3,715 | $8,041-53.8% | $5,959-37.7% | $11,246-67.0% |