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 | $13,686 | $73,515-81.4% | $62,995-78.3% | $147,584-90.7% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 15.33% | 175.43%-160.1pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,448 | $3,320-56.4% | $2,759-47.5% | $4,876-70.3% |
| Participant deferral / active EE | $1,491 | $4,185-64.4% | $3,329-55.2% | $5,439-72.6% |
| Admin fee / account holder | $3,654 | $5,953-38.6% | $3,600+1.5% | $10,885-66.4% |