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 | $16,238 | $108,172-85.0% | $77,482-79.0% | $158,922-89.8% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 9.93% | 31.67%-21.7pp | 54.79%-44.9pp | 302.83%-292.9pp |
| Employer contribution / active EE | $74 | $1,325-94.4% | $986-92.5% | $4,761-98.4% |
| Participant deferral / active EE | $793 | $2,456-67.7% | $1,861-57.4% | $5,982-86.8% |
| Admin fee / account holder | $2,674 | $3,708-27.9% | $2,858-6.4% | $11,246-76.2% |