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 | $38,604 | $99,020-61.0% | $86,590-55.4% | $147,584-73.8% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 16.69% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $358 | $3,132-88.6% | $2,839-87.4% | $4,876-92.7% |
| Participant deferral / active EE | $1,433 | $3,972-63.9% | $3,609-60.3% | $5,439-73.7% |
| Admin fee / account holder | $9,030 | $5,710+58.1% | $4,906+84.1% | $10,885-17.0% |