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 | $35,428 | $49,173-28.0% | $121,098-70.7% | $75,163-52.9% |
| Participation rate | 37.5% | 55.4%-17.9pp | 69.5%-32.0pp | 67.2%-29.7pp |
| Annual return | 15.48% | 55.99%-40.5pp | 985.75%-970.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $746 | $1,546-51.8% | $4,164-82.1% | $2,670-72.1% |
| Participant deferral / active EE | $904 | $2,628-65.6% | $4,080-77.8% | $4,125-78.1% |
| Admin fee / account holder | $1,971 | $3,942-50.0% | $5,644-65.1% | $5,651-65.1% |