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 | $17,474 | $102,616-83.0% | $81,983-78.7% | $158,922-89.0% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 13.51% | 61.04%-47.5pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,055 | $3,240-67.4% | $2,498-57.7% | $4,761-77.8% |
| Participant deferral / active EE | $1,266 | $4,648-72.8% | $3,722-66.0% | $5,982-78.8% |
| Admin fee / account holder | $2,776 | $8,235-66.3% | $5,664-51.0% | $11,246-75.3% |