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 | $43,946 | $99,020-55.6% | $86,590-49.2% | $147,584-70.2% |
| Participation rate | 31.3% | 76.3%-45.1pp | 73.5%-42.3pp | 82.8%-51.6pp |
| Annual return | 15.86% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $469 | $3,132-85.0% | $2,839-83.5% | $4,876-90.4% |
| Participant deferral / active EE | $1,072 | $3,972-73.0% | $3,609-70.3% | $5,439-80.3% |
| Admin fee / account holder | $318 | $5,710-94.4% | $4,906-93.5% | $10,885-97.1% |