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 | $26,243 | $55,415-52.6% | $155,509-83.1% | $74,495-64.8% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 25.52% | 268.50%-243.0pp | 64.67%-39.1pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $572 | $2,267-74.8% | $4,672-87.8% | $2,623-78.2% |
| Participant deferral / active EE | $1,056 | $2,836-62.8% | $5,626-81.2% | $4,346-75.7% |
| Admin fee / account holder | $877 | $1,738-49.5% | $15,912-94.5% | $1,942-54.8% |