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 | $31,774 | $97,757-67.5% | $83,848-62.1% | $135,375-76.5% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | 6.14% | 1287.37%-1281.2pp | 850.88%-844.7pp | 519.73%-513.6pp |
| Employer contribution / active EE | $7,019 | $4,222+66.3% | $3,631+93.3% | $4,779+46.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,314 | $6,674-50.3% | $5,478-39.5% | $10,827-69.4% |