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 | $41,679 | $90,600-54.0% | $79,464-47.5% | $135,375-69.2% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | 7.93% | 977.43%-969.5pp | 718.14%-710.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $318 | $3,068-89.6% | $2,800-88.7% | $4,779-93.4% |
| Participant deferral / active EE | $640 | $4,050-84.2% | $3,704-82.7% | $5,609-88.6% |
| Admin fee / account holder | $2,143 | $5,907-63.7% | $5,113-58.1% | $10,827-80.2% |