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 | $20,836 | $104,907-80.1% | $84,611-75.4% | $152,861-86.4% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.4%-52.4pp |
| Annual return | 31.63% | 373.79%-342.2pp | 258.74%-227.1pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,096 | $3,302-66.8% | $2,652-58.7% | $4,762-77.0% |
| Participant deferral / active EE | $3,091 | $4,688-34.1% | $3,899-20.7% | $5,850-47.2% |
| Admin fee / account holder | $1,835 | $6,241-70.6% | $4,912-62.6% | $11,596-84.2% |