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 | $34,856 | $72,071-51.6% | $68,368-49.0% | $137,256-74.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 20.41% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $940 | $2,788-66.3% | $2,649-64.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,772 | $4,410-59.8% | $4,123-57.0% | $6,407-72.3% |
| Admin fee / account holder | $4,993 | $5,336-6.4% | $5,150-3.0% | $12,270-59.3% |