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 | $21,172 | $72,071-70.6% | $68,368-69.0% | $137,256-84.6% |
| Participation rate | 31.6% | 76.2%-44.7pp | 73.8%-42.2pp | 80.0%-48.4pp |
| Annual return | 13.76% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $442 | $2,788-84.1% | $2,649-83.3% | $4,156-89.4% |
| Participant deferral / active EE | $1,263 | $4,410-71.3% | $4,123-69.4% | $6,407-80.3% |
| Admin fee / account holder | $679 | $5,336-87.3% | $5,150-86.8% | $12,270-94.5% |