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 | $11,097 | $84,696-86.9% | $75,696-85.3% | $167,490-93.4% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.8%-31.1pp | 82.1%-38.4pp |
| Annual return | 11.36% | 199.36%-188.0pp | 104.53%-93.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,051 | $4,580-77.0% | $3,821-72.5% | $6,341-83.4% |
| Admin fee / account holder | $608 | $5,355-88.6% | $3,619-83.2% | $12,309-95.1% |