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 | $21,298 | $104,907-79.7% | $84,611-74.8% | $152,861-86.1% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 23.91% | 373.79%-349.9pp | 258.74%-234.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $648 | $3,302-80.4% | $2,652-75.6% | $4,762-86.4% |
| Participant deferral / active EE | $810 | $4,688-82.7% | $3,899-79.2% | $5,850-86.2% |
| Admin fee / account holder | $529 | $6,241-91.5% | $4,912-89.2% | $11,596-95.4% |