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 | $53,077 | $102,966-48.5% | $90,281-41.2% | $152,861-65.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 18.34% | 95.16%-76.8pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $227 | $3,139-92.8% | $2,854-92.0% | $4,762-95.2% |
| Participant deferral / active EE | $899 | $4,281-79.0% | $3,885-76.9% | $5,850-84.6% |
| Admin fee / account holder | $1,064 | $6,171-82.8% | $5,351-80.1% | $11,596-90.8% |