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 | $22,836 | $109,327-79.1% | $89,391-74.5% | $158,922-85.6% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 11.46% | 345.68%-334.2pp | 245.62%-234.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $613 | $3,170-80.7% | $2,586-76.3% | $4,761-87.1% |
| Participant deferral / active EE | $1,590 | $4,598-65.4% | $3,890-59.1% | $5,982-73.4% |
| Admin fee / account holder | $5,533 | $6,153-10.1% | $4,881+13.4% | $11,246-50.8% |