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 | $24,381 | $105,931-77.0% | $81,930-70.2% | $158,922-84.7% |
| Participation rate | 46.2% | 75.6%-29.5pp | 72.0%-25.8pp | 82.0%-35.8pp |
| Annual return | 15.17% | 38.17%-23.0pp | 29.49%-14.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,036 | $7,800-86.7% | $4,310-76.0% | $4,761-78.2% |
| Participant deferral / active EE | $1,780 | $13,003-86.3% | $7,107-74.9% | $5,982-70.2% |
| Admin fee / account holder | $1,400 | $8,489-83.5% | $5,158-72.9% | $11,246-87.6% |