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 | $12,366 | $102,966-88.0% | $90,281-86.3% | $152,861-91.9% |
| Participation rate | 46.7% | 75.9%-29.2pp | 73.3%-26.6pp | 82.4%-35.8pp |
| Annual return | 18.44% | 95.16%-76.7pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $928 | $4,281-78.3% | $3,885-76.1% | $5,850-84.1% |
| Admin fee / account holder | $1,100 | $6,171-82.2% | $5,351-79.4% | $11,596-90.5% |