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 | $34,084 | $109,327-68.8% | $89,391-61.9% | $158,922-78.6% |
| Participation rate | 21.1% | 74.3%-53.2pp | 68.0%-46.9pp | 82.0%-60.9pp |
| Annual return | 31.20% | 345.68%-314.5pp | 245.62%-214.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $631 | $3,170-80.1% | $2,586-75.6% | $4,761-86.7% |
| Participant deferral / active EE | $1,861 | $4,598-59.5% | $3,890-52.2% | $5,982-68.9% |
| Admin fee / account holder | $419 | $6,153-93.2% | $4,881-91.4% | $11,246-96.3% |