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 | $63,782 | $88,751-28.1% | $81,812-22.0% | $145,922-56.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 14.28% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $749 | $3,083-75.7% | $2,912-74.3% | $4,660-83.9% |
| Participant deferral / active EE | $6,669 | $4,643+43.6% | $4,319+54.4% | $6,688-0.3% |
| Admin fee / account holder | $394 | $8,415-95.3% | $7,386-94.7% | $13,397-97.1% |