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 | $13,545 | $102,966-86.8% | $90,281-85.0% | $152,861-91.1% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 14.24% | 95.16%-80.9pp | 78.10%-63.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $582 | $3,139-81.5% | $2,854-79.6% | $4,762-87.8% |
| Participant deferral / active EE | $2,267 | $4,281-47.1% | $3,885-41.7% | $5,850-61.3% |
| Admin fee / account holder | $6,711 | $6,171+8.7% | $5,351+25.4% | $11,596-42.1% |