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 | $37,449 | $185,200-79.8% | $142,863-73.8% | $167,490-77.6% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 14.15% | 8555.70%-8541.5pp | 5637.54%-5623.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $182 | $5,604-96.7% | $4,144-95.6% | $4,837-96.2% |
| Participant deferral / active EE | $1,470 | $4,494-67.3% | $3,837-61.7% | $6,341-76.8% |
| Admin fee / account holder | $8,626 | $8,031+7.4% | $6,560+31.5% | $12,309-29.9% |