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 | $10,841 | $102,966-89.5% | $90,281-88.0% | $152,861-92.9% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.4%-23.4pp |
| Annual return | 22.27% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $316 | $3,139-89.9% | $2,854-88.9% | $4,762-93.4% |
| Participant deferral / active EE | $1,837 | $4,281-57.1% | $3,885-52.7% | $5,850-68.6% |
| Admin fee / account holder | $3,106 | $6,171-49.7% | $5,351-42.0% | $11,596-73.2% |