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 | $33,907 | $55,472-38.9% | $155,567-78.2% | $74,546-54.5% |
| Participation rate | 61.3% | 61.9%-0.6pp | 78.2%-16.9pp | 67.2%-5.9pp |
| Annual return | 13.27% | 268.72%-255.4pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $688 | $2,269-69.7% | $4,674-85.3% | $2,624-73.8% |
| Participant deferral / active EE | $1,603 | $2,838-43.5% | $5,628-71.5% | $4,347-63.1% |
| Admin fee / account holder | $8,120 | $1,743+366.0% | $15,916-49.0% | $1,944+317.8% |