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 | $29,807 | $176,377-83.1% | $134,143-77.8% | $158,922-81.2% |
| Participation rate | 10.0% | 78.7%-68.7pp | 72.2%-62.2pp | 82.0%-72.0pp |
| Annual return | 13.04% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $58 | $5,040-98.9% | $3,704-98.4% | $4,761-98.8% |
| Participant deferral / active EE | $62 | $4,091-98.5% | $3,499-98.2% | $5,982-99.0% |
| Admin fee / account holder | $372 | $8,718-95.7% | $6,684-94.4% | $11,246-96.7% |