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 | $30,875 | $88,751-65.2% | $81,812-62.3% | $145,922-78.8% |
| Participation rate | 68.2% | 75.0%-6.9pp | 72.3%-4.2pp | 80.3%-12.1pp |
| Annual return | 11.83% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $394 | $3,083-87.2% | $2,912-86.5% | $4,660-91.5% |
| Participant deferral / active EE | $2,577 | $4,643-44.5% | $4,319-40.3% | $6,688-61.5% |
| Admin fee / account holder | $2,457 | $8,415-70.8% | $7,386-66.7% | $13,397-81.7% |