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 | $14,213 | $99,020-85.6% | $86,590-83.6% | $147,584-90.4% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 17.27% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $153 | $3,132-95.1% | $2,839-94.6% | $4,876-96.9% |
| Participant deferral / active EE | $1,667 | $3,972-58.0% | $3,609-53.8% | $5,439-69.4% |
| Admin fee / account holder | $882 | $5,710-84.5% | $4,906-82.0% | $10,885-91.9% |