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 | $26,302 | $107,015-75.4% | $73,545-64.2% | $147,584-82.2% |
| Participation rate | 29.2% | 66.4%-37.2pp | 54.9%-25.8pp | 82.8%-53.7pp |
| Annual return | 15.02% | 38.25%-23.2pp | -15.16%+30.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $226 | $1,760-87.1% | $1,219-81.4% | $4,876-95.4% |
| Participant deferral / active EE | $315 | $2,462-87.2% | $1,806-82.5% | $5,439-94.2% |
| Admin fee / account holder | $547 | $3,055-82.1% | $2,320-76.4% | $10,885-95.0% |