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 | $21,716 | $104,486-79.2% | $76,817-71.7% | $152,861-85.8% |
| Participation rate | 38.5% | 76.6%-38.1pp | 72.1%-33.6pp | 82.4%-44.0pp |
| Annual return | 31.61% | 1013.37%-981.8pp | 1166.11%-1134.5pp | 345.32%-313.7pp |
| Employer contribution / active EE | $672 | $3,116-78.4% | $2,302-70.8% | $4,762-85.9% |
| Participant deferral / active EE | $1,826 | $4,236-56.9% | $3,336-45.3% | $5,850-68.8% |
| Admin fee / account holder | $3,526 | $12,275-71.3% | $6,420-45.1% | $11,596-69.6% |