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 | $13,671 | $101,069-86.5% | $81,478-83.2% | $147,584-90.7% |
| Participation rate | 47.4% | 74.5%-27.1pp | 68.0%-20.6pp | 82.8%-35.5pp |
| Annual return | 10.16% | 32.40%-22.2pp | 38.78%-28.6pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,374 | $3,205-57.1% | $2,568-46.5% | $4,876-71.8% |
| Participant deferral / active EE | $1,763 | $4,242-58.4% | $3,537-50.1% | $5,439-67.6% |
| Admin fee / account holder | $1,879 | $5,812-67.7% | $4,561-58.8% | $10,885-82.7% |