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 | $29,927 | $108,642-72.5% | $74,701-59.9% | $152,861-80.4% |
| Participation rate | 26.3% | 65.3%-39.0pp | 54.5%-28.1pp | 82.4%-56.1pp |
| Annual return | 17.13% | 114.06%-96.9pp | 752.92%-735.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $456 | $1,503-69.7% | $1,084-57.9% | $4,762-90.4% |
| Participant deferral / active EE | $1,459 | $2,712-46.2% | $1,964-25.7% | $5,850-75.1% |
| Admin fee / account holder | $16,912 | $4,902+245.0% | $3,333+407.4% | $11,596+45.8% |