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 | $23,171 | $60,261-61.5% | $81,783-71.7% | $74,546-68.9% |
| Participation rate | 53.2% | 62.9%-9.7pp | 72.4%-19.2pp | 67.2%-14.1pp |
| Annual return | 13.02% | 16.88%-3.9pp | 775.05%-762.0pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $474 | $2,622-81.9% | $2,913-83.7% | $2,624-82.0% |
| Participant deferral / active EE | $1,108 | $3,388-67.3% | $4,320-74.3% | $4,347-74.5% |
| Admin fee / account holder | $978 | $1,482-34.0% | $7,380-86.7% | $1,944-49.7% |