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 | $64,005 | $99,020-35.4% | $86,590-26.1% | $147,584-56.6% |
| Participation rate | 38.1% | 76.3%-38.2pp | 73.5%-35.5pp | 82.8%-44.7pp |
| Annual return | 15.05% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $894 | $3,132-71.5% | $2,839-68.5% | $4,876-81.7% |
| Participant deferral / active EE | $1,234 | $3,972-68.9% | $3,609-65.8% | $5,439-77.3% |
| Admin fee / account holder | $20,118 | $5,710+252.3% | $4,906+310.1% | $10,885+84.8% |