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 | $20,197 | $102,966-80.4% | $90,281-77.6% | $152,861-86.8% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.4%-29.5pp |
| Annual return | 18.27% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $598 | $3,139-81.0% | $2,854-79.1% | $4,762-87.4% |
| Participant deferral / active EE | $1,301 | $4,281-69.6% | $3,885-66.5% | $5,850-77.8% |
| Admin fee / account holder | $4,559 | $6,171-26.1% | $5,351-14.8% | $11,596-60.7% |