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 | $9,970 | $77,899-87.2% | $149,673-93.3% | $75,163-86.7% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 21.01% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $618 | $3,137-80.3% | $4,818-87.2% | $2,670-76.8% |
| Participant deferral / active EE | $932 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $325 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |