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 | $33,894 | $49,173-31.1% | $121,098-72.0% | $75,163-54.9% |
| Participation rate | 30.9% | 55.4%-24.5pp | 69.5%-38.6pp | 67.2%-36.3pp |
| Annual return | 22.62% | 55.99%-33.4pp | 985.75%-963.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $405 | $1,546-73.8% | $4,164-90.3% | $2,670-84.8% |
| Participant deferral / active EE | $1,054 | $2,628-59.9% | $4,080-74.2% | $4,125-74.4% |
| Admin fee / account holder | $889 | $3,942-77.4% | $5,644-84.2% | $5,651-84.3% |