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 | $36,595 | $158,398-76.9% | $126,539-71.1% | $142,382-74.3% |
| Participation rate | 36.4% | 75.8%-39.4pp | 69.8%-33.5pp | 80.1%-43.8pp |
| Annual return | 16.01% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $646 | $4,650-86.1% | $3,674-82.4% | $4,299-85.0% |
| Participant deferral / active EE | $3,488 | $4,767-26.8% | $4,083-14.6% | $6,507-46.4% |
| Admin fee / account holder | $1,436 | $6,918-79.2% | $6,065-76.3% | $12,624-88.6% |