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 | $21,025 | $104,907-80.0% | $84,611-75.2% | $152,861-86.2% |
| Participation rate | 27.3% | 74.8%-47.5pp | 68.2%-41.0pp | 82.4%-55.2pp |
| Annual return | 23.87% | 373.79%-349.9pp | 258.74%-234.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $892 | $3,302-73.0% | $2,652-66.4% | $4,762-81.3% |
| Participant deferral / active EE | $2,031 | $4,688-56.7% | $3,899-47.9% | $5,850-65.3% |
| Admin fee / account holder | $907 | $6,241-85.5% | $4,912-81.5% | $11,596-92.2% |