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 | $23,956 | $106,890-77.6% | $84,015-71.5% | $152,861-84.3% |
| Participation rate | 47.6% | 75.2%-27.6pp | 69.0%-21.4pp | 82.4%-34.8pp |
| Annual return | 21.73% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $806 | $2,734-70.5% | $1,983-59.3% | $4,762-83.1% |
| Participant deferral / active EE | $1,696 | $4,011-57.7% | $3,239-47.6% | $5,850-71.0% |
| Admin fee / account holder | $338 | $8,285-95.9% | $6,101-94.5% | $11,596-97.1% |