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 | $38,488 | $105,998-63.7% | $92,233-58.3% | $147,584-73.9% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 24.01% | 50.05%-26.0pp | 176.28%-152.3pp | 578.55%-554.5pp |
| Employer contribution / active EE | $927 | $4,333-78.6% | $3,679-74.8% | $4,876-81.0% |
| Participant deferral / active EE | $1,372 | $4,478-69.4% | $3,897-64.8% | $5,439-74.8% |
| Admin fee / account holder | $496 | $6,332-92.2% | $5,194-90.5% | $10,885-95.4% |