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 | $37,300 | $99,020-62.3% | $86,590-56.9% | $147,584-74.7% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 12.26% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $350 | $3,132-88.8% | $2,839-87.7% | $4,876-92.8% |
| Participant deferral / active EE | $1,229 | $3,972-69.1% | $3,609-65.9% | $5,439-77.4% |
| Admin fee / account holder | $4,458 | $5,710-21.9% | $4,906-9.1% | $10,885-59.0% |