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 | $16,449 | $49,922-67.1% | $80,569-79.6% | $75,163-78.1% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 21.06% | 34.69%-13.6pp | 935.43%-914.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $671 | $1,698-60.5% | $2,723-75.3% | $2,670-74.9% |
| Participant deferral / active EE | $1,622 | $2,990-45.8% | $4,447-63.5% | $4,125-60.7% |
| Admin fee / account holder | $3,979 | $3,577+11.2% | $5,377-26.0% | $5,651-29.6% |