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 | $32,546 | $63,346-48.6% | $92,233-64.7% | $70,131-53.6% |
| Participation rate | 31.3% | 68.7%-37.4pp | 76.5%-45.2pp | 69.5%-38.3pp |
| Annual return | 28.28% | 530.12%-501.8pp | 176.28%-148.0pp | 73.14%-44.9pp |
| Employer contribution / active EE | $809 | $2,471-67.3% | $3,679-78.0% | $2,342-65.5% |
| Participant deferral / active EE | $1,154 | $2,854-59.6% | $3,897-70.4% | $3,332-65.4% |
| Admin fee / account holder | $12,011 | $3,840+212.8% | $5,194+131.3% | $4,645+158.6% |