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 | $63,732 | $99,020-35.6% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 17.73% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $526 | $3,132-83.2% | $2,839-81.5% | $4,876-89.2% |
| Participant deferral / active EE | $891 | $3,972-77.6% | $3,609-75.3% | $5,439-83.6% |
| Admin fee / account holder | $9,872 | $5,710+72.9% | $4,906+101.2% | $10,885-9.3% |