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 | $13,890 | $102,966-86.5% | $90,281-84.6% | $152,861-90.9% |
| Participation rate | 13.6% | 75.9%-62.2pp | 73.3%-59.6pp | 82.4%-68.8pp |
| Annual return | 12.50% | 95.16%-82.7pp | 78.10%-65.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $217 | $3,139-93.1% | $2,854-92.4% | $4,762-95.4% |
| Participant deferral / active EE | $1,439 | $4,281-66.4% | $3,885-63.0% | $5,850-75.4% |
| Admin fee / account holder | $2,595 | $6,171-58.0% | $5,351-51.5% | $11,596-77.6% |