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 | $9,853 | $58,208-83.1% | $81,812-88.0% | $80,856-87.8% |
| Participation rate | 32.4% | 63.4%-31.0pp | 72.3%-39.9pp | 67.6%-35.2pp |
| Annual return | 12.94% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $473 | $2,340-79.8% | $2,912-83.8% | $2,755-82.8% |
| Participant deferral / active EE | $785 | $3,281-76.1% | $4,319-81.8% | $4,296-81.7% |
| Admin fee / account holder | $1,124 | $4,981-77.4% | $7,386-84.8% | $6,918-83.8% |