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 | $38,096 | $47,105-19.1% | $68,368-44.3% | $67,986-44.0% |
| Participation rate | 15.1% | 51.8%-36.7pp | 73.8%-58.6pp | 57.2%-42.1pp |
| Annual return | 19.84% | 48.37%-28.5pp | 292.57%-272.7pp | 31.67%-11.8pp |
| Employer contribution / active EE | $342 | $1,859-81.6% | $2,649-87.1% | $2,019-83.1% |
| Participant deferral / active EE | $818 | $2,374-65.5% | $4,123-80.2% | $3,358-75.6% |
| Admin fee / account holder | $863 | $2,435-64.5% | $5,150-83.2% | $3,203-73.0% |