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 | $45,010 | $49,173-8.5% | $121,098-62.8% | $75,163-40.1% |
| Participation rate | 36.4% | 55.4%-19.0pp | 69.5%-33.1pp | 67.2%-30.8pp |
| Annual return | 14.45% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $372 | $1,546-75.9% | $4,164-91.1% | $2,670-86.1% |
| Participant deferral / active EE | $2,258 | $2,628-14.1% | $4,080-44.7% | $4,125-45.3% |
| Admin fee / account holder | $821 | $3,942-79.2% | $5,644-85.5% | $5,651-85.5% |