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 | $23,705 | $99,079-76.1% | $77,999-69.6% | $273,961-91.3% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.5%-21.4pp | 83.0%-28.8pp |
| Annual return | 4.34% | 217.93%-213.6pp | 425.96%-421.6pp | 41.45%-37.1pp |
| Employer contribution / active EE | $522 | $3,308-84.2% | $2,470-78.9% | $4,869-89.3% |
| Participant deferral / active EE | $2,088 | $4,306-51.5% | $3,497-40.3% | $5,287-60.5% |
| Admin fee / account holder | $4,074 | $8,954-54.5% | $5,480-25.7% | $10,132-59.8% |