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 | $35,833 | $49,173-27.1% | $121,098-70.4% | $75,163-52.3% |
| Participation rate | 19.6% | 55.4%-35.8pp | 69.5%-49.9pp | 67.2%-47.6pp |
| Annual return | 14.77% | 55.99%-41.2pp | 985.75%-971.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $448 | $1,546-71.0% | $4,164-89.2% | $2,670-83.2% |
| Participant deferral / active EE | $1,926 | $2,628-26.7% | $4,080-52.8% | $4,125-53.3% |
| Admin fee / account holder | $15,926 | $3,942+304.1% | $5,644+182.2% | $5,651+181.8% |