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 | $17,869 | $107,015-83.3% | $73,545-75.7% | $147,584-87.9% |
| Participation rate | 23.5% | 66.4%-42.9pp | 54.9%-31.4pp | 82.8%-59.3pp |
| Annual return | 10.46% | 38.25%-27.8pp | -15.16%+25.6pp | 578.55%-568.1pp |
| Employer contribution / active EE | $653 | $1,760-62.9% | $1,219-46.4% | $4,876-86.6% |
| Participant deferral / active EE | $692 | $2,462-71.9% | $1,806-61.7% | $5,439-87.3% |
| Admin fee / account holder | $9,717 | $3,055+218.0% | $2,320+318.9% | $10,885-10.7% |