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 | $12,768 | $109,327-88.3% | $89,391-85.7% | $158,922-92.0% |
| Participation rate | 58.8% | 74.3%-15.4pp | 68.0%-9.2pp | 82.0%-23.1pp |
| Annual return | 27.42% | 345.68%-318.3pp | 245.62%-218.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $697 | $3,170-78.0% | $2,586-73.1% | $4,761-85.4% |
| Participant deferral / active EE | $1,296 | $4,598-71.8% | $3,890-66.7% | $5,982-78.3% |
| Admin fee / account holder | $362 | $6,153-94.1% | $4,881-92.6% | $11,246-96.8% |